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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
J. Just Investments LLC
400 E. Highland Drive
P.O. Box 984
Oconto Falls, WI 54154
Phone: 920-846-3846
800-814-3846
jeff@jjustinvestments.com

Investment Advisor Representative of and securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. J. Just Investments LLC and Woodbury Financial Services, Inc. are not affiliated entities.

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