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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

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Bill Trembler, www billtrembler.com
One East Broad Street, Suite 440 Bethlehem, PA 18018
Phone: (610) 691-6800/800-314-4828 Fax: (610) 691-8735
wtrembler@lincolninvestment.com

Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker/Dealer Member FINRA/SIPC. Supervising office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111, www.lincolninvestment.com