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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Rodriguez Financial Strategies, Llc
2661 Commons Blvd. Beavercreek, OH 45431-3704
Phone: O: 937.427.4292, C: 937.304.7393 Fax: 937.427.1242
rafi.rodriguez@securitiesamerica.com

Securities offered through Securities America, Inc. MemberFINRA/SIPC.  José R. Rodríguez, Financial Consultant. Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, José R. Rodríguez, Investment Advisor Representative. Rodríguez Financial Strategies LLC and the Securities America companies are unaffiliated. Securities Licensed In: FL, NJ, OH, TX. Insurance Licensed In: FL, NJ, OH. Advisory Licensed In: OH.