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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Investment Centers of America, Inc
2200 15th Street SW • Minot, ND • 58701
Phone: 701-839-3004, or 800-776-2152 • Fax: 701-839-1825
• alan.vandelinder@investmentcenters.com

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a registered investment advisor, is not affiliated with First Western Investments or First Western Bank and Trust. Securities, advisory services and insurance products offered through ICA and its affiliated insurance agenices are: *not insured by the FDIC or any other federal government agency; *not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, and *subject to risks including the possible loss of principal amount invested.  ICA does not provide tax or legal advice.


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