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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Reagan & James Wealth Advisors - Williamsburg, VA and Irvington, VA

WILLIAMSBURG:
263 McLaws Circle, Suite 101B
Williamsburg, VA 23185
Phone: 757-941-5200
Fax: 757-941-4958
Toll Free: 866-461-3724

IRVINGTON:
4504 Irvington Road
Irvington, VA 22480
Phone: 804-438-9006
chinson@rjwealth.com