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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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SGFS, INC - Griffis Wealth Management
1320 Madison Ave S PMB 235 Douglas, GA 31533
Phone: (912)384-4545
dgriffis@southgeorgiafinancialservices.com bbice@southgeorgiafinancialservices.com

Griffis Wealth Management
A Registered Investment Advisor

Dick M. Griffis, President
Investment Advisor Representative

1320 Madison Ave S., PMB 235
, Douglas, GA 31533
tel. (912) 384-4545 * fax (877) 610-2829

FINRA and Georgia Registered

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