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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Raymond James Financial Services/The CrossleyShear Group
1515 International Parkway
Heathrow, FL 32746
Phone 407.215.7575
Toll Free 877.953.PLAN
Fax 407.333.1229

2395 N. Courtenay Parkway
Merritt Island, FL 32953
Phone 321.452.0061
Toll Free 877.953.PLAN
Fax 321.452.4403

New Clients Accepted By Referral Only