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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Coleman Financial Group
3 Bethesda Metro Center #700 • Bethesda, MD • 20814 (By Appointment Only)
Phone: 301-941-1810 • Fax: 301-657-9776
• info@cfgplanning.com

Registered Investment Advisor.

Securities offered through H. Beck, Inc. Member FINRA/SIPC 11140 Rockville Pike, 4th Fl, Rockville, MD 20852 301-468-0100. H.Beck, Inc. and Coleman Financial Group, LLC are not affiliated.

We currently have represenatives registered to offer securities in the States of Maryland, Virginia and the District of Columbia and to sell insurance products in the States of Maryland, Virginia and the District of Columbia. This is not an offer to sell or solicit securities or insurance in any other state or jurisdication.