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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Capital Benefits Group
Austin Office
2705 Bee Cave Rd.
Suite 180
Austin, TX 78746

San Antonio Office
70 N.E. Loop 410
Suite 180
San Antonio, TX 78216

Phone: 866.987.6699
Email: info@CBGTX.com

Securities offered through Registered Representatives of NFP Securities, Inc., (NFPSI), Member FINRA/SIPC.

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.
Capital Benefits Group is a member of PartnersFinancial, an affiliate of NFPSI.

Capital Benefits Group and NFPSI are not affiliated.


This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPSI Compliance Department at 512-697-6000.