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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Wiedeman Financial Services, LLC
1524 10th Street • Gering, NE • 69341
Phone: 308-436-2188 • Fax: 308-436-3633
• wiedeman@wiedemanfinancial.com

Securities offered through 1st Global Capital. Corp. Member FINRA/SIPC

Investment advisory services offered through Wealth Advisors Network, Inc.

Wealth Advisors Network, Inc. a Registered Investment Adviser,

and 1st Global Capital Corp are unaffiliated entities

CPA services offered only through Wiedeman & Associates, P.C.

 

 

We currently have individuals licensed to offer securities in the states of AK, AZ, CA, CO, IA, KS, NE, NM, RI, SD, TX, WA , WI and WY. This is not an offer to sell securities in any other state or jurisdiction.