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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Cornhusker Bank
5701 South 34th St.
Suite 101
Lincoln, NE 68516
Phone: 402-434-2279 Fax: 402-434-5594
jack.becwar@securitiesamerica.com

Securities offered through Securities America, Inc., Member FINRA/SIPC  www.finra.org www.sipc.org

Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Jack Becwar, Representative.  The Securities America companies and Cornhusker Bank are separate entities.

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Insurance licensed in: NE; KS

Advisory licensed in: NE

 

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