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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Osborne Advisors Inc.

Dallas Office
7001 Preston Rd. Suite 300
Dallas, TX 75205
214-523-2338

Austin Office
98 San Jacinto Blvd. Suite 370
Austin, TX 78701
512-481-7800

Offering general securities through SWS Financial Services, Inc. Member: FINRA/SIPC 

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