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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Charter Investment Services, Inc.
2300 N. Mayfair Rd. Suite 1060 Milwaukee, WI
Phone: Office: (414)259-9191
Mobile: (414)217-1112

Toll-free: 1-800-566-6623 Ext. 28
Fax: 414-259-9582
chrisj@cfsbd.com







 


 


 


 


 


 


 



 


 



 


 


 


 


 

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