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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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IMG Financial Group
4550 Post Oak Place, Suite 125
 • Houston, TX • 77027
Phone: (713) 622-1150 • Fax: (713) 622-3679

We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities.

IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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