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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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California Hawk Wealth Management, Gilbert R. Hawkins, The Strength of Experience since 1968
2625 Piner Road Santa Rosa, CA 95401
Phone: (707) 575-7747 • (800) 427-HAWK Fax: (707) 575-0510

Gilbert Hawkins is a Registered Representative with, and Securities and Advisory Services are offered through LPL Financial, Member FINRA/SIPC.  Gilbert Hawkins-CA Insurance Lic # 0374263.

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