Retirement Plan Early Distribution  

If you take an early distribution from your tax-deferred account how much will you have remaining after paying income taxes and penalties?

The tax-deferred account may be a 401(k) plan, your Individual Retirement Account (IRA), Profit sharing Plan, or other tax-deferred savings account.

     

What will your marginal tax rate be after making the withdrawal?
(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)

What is the amount you plan to withdraw from your tax-deferred account?

$
 
   
   
Professional Planning Group
9 Granite Street • Westerly, RI • 02891
Phone: 401-596-2800 • Fax: 401-596-5980

Professional Planning Group does not accept orders and or instructions regarding client accounts by e-mail, voice mail or fax.
• info@ppgadvisors.com

Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC

Professional Planning Group is an Independent Registered Investment Advisor

This site is published for residents of the United States only.  Raymond James' Financial Advisors may only conduct business with the residents of the states for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside the United States are subject to securities and tax regulations within their aplicable jurisdictions that are not addressed in this site.  Contact your local Raymond James office for information and availability.