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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Miceli Financial Planning is a Fee Only Financial Planning and investment management firm providing financial advice to private families. We are located in the Denver area of Colorado. Sal Miceli, CFP has been a certified financial planner for the past 10 years. Tax, insurance, retiment planning.
10 Partridge Lane Littleton, CO 80127
Phone: 303-948-5789 or 866-948-5789 (toll free) Fax: 303-328-3545
plan@salmiceli.com