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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Carlton Financial Services Inc.
215 Oakway Center • Eugene, OR • 97402
Phone: (541) 485-0150 • Fax: (541) 485-3447
• Rick@CarltonFSI.com

Securities offered through Securities America, Inc., Member FINRA/ SIPC,

and Advisory Services offered through Securities America Advisors, Inc.,

Richard L. Carlton, Representative.

Carlton Financial Services, Inc., and Securities America are separate entities.