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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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John Olson, www.olsonfinancial.com
249 John Knox Road Tallahassee, FL 32303
Phone: 850-385-7159 Fax: 850-385-7163
www.olsonfinancial.com info@olsonfinancial.com

Investment advisory services and securities offered by registered representatives and investment advisor representatives of Tower Square Securities, Inc.(TSS) Member FINRA/SIPC. Olson Insurance & Financial Services, Inc. is not affiliated with TSS.

We have representatives licensed for the sale of securities in AL, CA, FL, GA, NC, SC, TN, TX & VA and is licensed in the states of AL, FL, GA & NC for the sale of insurance products. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.  Please contact this office for further information.

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