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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Ok401k, Inc.
13924 Quail Pointe Drive Oklahoma City, OK 73134
Phone: (405) 603 4986 Fax: (405) 603 7765
terrencemorgan@ok401k.com

 
 
Terrence Morgan, AIF is a Registered Representative of and offers securities though Wilbanks Securities, Inc. Member FINRA & SIPC.  Securities activities supervised from Wilbanks Securities, Inc. at 4334 Northwest Expressway, Suite 222, Oklahoma City, Ok.  73116.    (405) 842 0202.  Fee based through Wilbanks Securities Advisory.  Fiduciary status requires employer being given WSA ADV form Part II and a fee agreement must be established. 

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