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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Poulsen Financial Group
824 Gum Branch Rd. Suite T
Jacksonville,, NC 28540
Phone: 910-455-8191 Fax: 910-455-4396
cc00284@ccfinvestments.com

Registered Representative

Securities offered through CCF Investments, Inc.  Member FINRA and SIPC

320 N. Broad Street, Thomasville, GA 31792.  Tel (229) 228-1802.

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