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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Lighthouse Financial Strategies
8725 Rosehill Road
Suite 320		 • Lenexa, KS • 66215
Phone: Jim 913-322-0006
Phone: Rick 816-537-5148
Phone: Gardner 913-322-0006
 • Fax: Jim 913-322-0007
Fax: Rick 816-537-9964
Fax: Gardner 913-322-0007
• jguyot@LighthouseStrategies.com
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Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor.  Securities are offered through CFD Investments, Inc., member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600.  Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor CFD Investments, Inc.