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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Moss Wealth Advisors
400 W. 7th Street

P.O. Box 44
Clay City, IN 47841
Phone: 800-295-6100

or 812-939-3485
Fax: 812-939-2842
www.FRANow.com service@mosswealth.com

Advisory Services offered through Investment Advisors, A Division of ProEquities, Inc., A Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, and Member FINRA/SIPC.~400 W. 7th St.~Clay City, IN 47841~Phone 812-939-3485~ Moss Wealth Advisors is independent of ProEquities, Inc.