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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Keystone Wealth Management
529 Fayette Street
suite 200		 • Conshohocken , PA • 19428
Phone: 877-279-0574 • Fax: 610-862-5752
www.keywealthman.com • ryan.leib@keywealthman.com robert.leib@keywealthman.com

The professionals of Keystone Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.  This communication is strictly intended for individuals residing in the states of CA, DE, FL, IL, MD, NC, NJ, NY, PA, RI andVA.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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