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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Lakes Financial Services
601 5th St. NW, Suite 5 Brainerd, MN 56401
Phone: 218-828-8336, 800-218-8336 Fax: 218-824-0199
www.lakesfinancialservices.com Glen.Sundberg@questarcapital.com

Securities offered through Questar Capital Corporation(QCC).  Member FINRA/SIPC. 

Advisory Services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Glen Sundberg/Lakes Financial Services is independent of QCC and QAM.