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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Jacobs Financial Management, Llc
1016 Dulaney Valley Road Towson, MD 21204
Phone: 410.825.3322 Fax: 410.825.3325
jjacobs@jfmllc.com

Jacobs Financial Management, LLC is a Registered Investment Advisor in the state of Maryland. Securities Offered through 1st Global Capital Corp., Member FINRA, SIPC. Securities Licensed in the states of Maryland, Alabama, California, Washington, DC, Florida, Georgia, Massachusetts, New Jersey,  Ohio, Pennsylvania and Virginia.  This is not an offer to sell securities in any other state or jurisdiction.

Jacobs Financial Management, LLC is not affiliated with 1st Global Capital Corp.

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