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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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United Capital Management of Kansas, Inc.
104 E. Iron Salina, KS 67401
Phone: 785.823.7900 or 800.887.2423 Fax: 785.823.7913
ckoehn@sterneagee.com cgiroux@sterneagee.com rkolzow@sterneagee.com dchase@sterneagee.com tmatney@sterneagee.com nbehner@sterneagee.com jareds@sterneagee.com lhuncovsky@sterneagee.com

Securities offered through Sterne Agee Financial Services, Inc., member FINRA and SIPC.

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