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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Lamusga Company
1280 Civic Drive #210 Walnut Creek, CA 94596
Phone: 925-287-1567 Fax: 925-287-1987

Our firm has various representatives that are licensed to conduct business in CA,FL,ID,LA,NV for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: CA,FL,ID,LA,NV,OR for non-registered and registered insurance products, as well as securities.

Lamusga Company is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Lamusga Company, Securian Financial Network. All Rights Reserved.