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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Bev Lindsey Financial Services
155A N 7th St • Salina, KS • 67401
Phone: 785-493-0966
800-607-0668		 • Fax: 785-493-0979
• blindsey@bevlindsey.com

Securities offered through Woodbury Financial Services, Inc., Member FINRA, and SIPC, PO Box 64284, St Paul, MN 55164, 800-800-2638.

Bev Lindsey Financial Services and Woodbury Financial Services, Inc. are not affiliated companies. Services currently available through Bev Lindsey Financial Services are offered in the states of AZ, CO, FL, KS, KY, MO, NV, NM, OK, AND TX.