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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
LifeStyle Financial Network, LLC
2700 Highway 280 East
Suite 130
Birmingham, AL 35223
Phone: (205) 871-2265
Toll Free: (888) 277-2272
Fax: (205) 871-2237
reed@lsfnonline.com thawkins@lsfnonline.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, C. Reed Terry, Registered Representative. Advisory services offered through Securities America Advisors, Inc., C. Reed Terry, Investment Advisor Representative. LifeStyle Financial Network, LLC and the Securities America companies are not affiliated.  Licensed to offer securities products in AL, GA, FL, PR, TX, OH and TX.  Licensed to offer insurance products in AL and FL. Licensed to offer advisory services in AL and TX.