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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Diamond Financial Solutions
Cameron Park, CA
Phone: California (530) 672-9028 • Fax: California (888) 869-7609
www.diamondfinancialsolutions.com • kwright@aicinvest.com

Investment Advisor Representative.  Securities and investment advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC.  Representatives of AIC do not provide tax or legal advice.  AIC and the Diamond Financial Solutions group of companies are not affiliated. Tax advice offered through Diamond Financial Solutions is provided by Wright & Associates, CPA. Please consult your legal advisor for all legal advice.

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