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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Thornton Wealth Management, LLC.
1701 Lee Ave. Fort Worth, TX 76164
Phone: 817-625-3911 Fax: 817-625-0504
info@thorntonwm.com

 

Securities and Advisory Services Offered through VSR Financial Services, Inc., Member FINRA, SIPC, A Registered Investment Adviser, Thornton Wealth Management is independent of VSR.

Anthony Thornton is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Anthony Thornton,is currently registered to sell securities products in Texas.

 

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