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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Seal Financial Services, Inc.

7600 E. Eastman Avenue Suite 412
Tamarac Plaza Three
Denver, CO 80231
Phone: 303-671-9777 or 800-279-8035 Fax: 303-671-9333
Seal@SealFinancial.com

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.  Advisory services offered through Seal Financial Services, Inc 

Gregory P. Seal and Janet L. McCoy are registered representatives of Geneos Wealth Management, Inc. 7600 E. Eastman Ave., Suite 412, Denver, Colorado 80231 Telephone: 303.671.9777 or 800-279-8035

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