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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Genesis Wealth Group
2540 Douglas Blvd.
Ste. 200
Roseville, CA 95661
Phone: (916) 787-9905
Toll Free (877) 787-9905
Fax: (916) 787-9908

slard@genesiswealth.com shlard@genesiswealth.com

 Securities and Advisory Services offered through Centaurus Financial, Inc. A Registered Broker Dealer and Registered Investment Advisor,  Member FINRA/SIPCGenesis Wealth Group and Centaurus Financial, Inc. are not affiliated. Securities licensed in CA, MN, NV, PA, WA and WI . Insurance lisensed in CA, MN, and NV.

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