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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
AMF Financial Group
112 Westwood Place Suite 100 • Brentwood, TN • 37027
Phone: (615) 251-8121 ~ (877) 791-4033 • Fax: (615) 251-9076

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment adviser.  Fixed and/or Traditional Insurance Services offered through AMF Financial Group.  AMF Financial Group is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.