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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Wagner Wealth Management

Anderson:
2810 North Main Street
Anderson, SC 29621

Greenville:
130 South Main Street, 6th Floor
Greenville, SC 29601


Phone: (864) 231-5494
Toll Free: (888) 7WAGNER

Fax: (864) 231-5495
wagnerwealth@investmentctr.com