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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Bowman Asset Management
17011 Kercheval Ave. • Grosse Pointe, MI • 48230
Phone: (313) 343-0800 • Fax: (313) 343-0840
• Info@BowmanAsset.com

Securities offered through Sigma Financial Corporation, 300 Parkland Plaza, Ann Arbor, MI 48103, member FINRA and SIPC.
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor

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