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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mrozek Financial
2210 W. State St. New Castle, PA 16101
Phone: 724-658-6392 Fax: 724-658-6371
rmrozek@mrozekfinancial.com

Robert C. Mrozek is a Registered Representative and Investment Advisor Representative of, and offers securities and advisory services through WRP Investments. Inc. member FINRA and SIPC.  Mrozek FInancial is not affiliated with WRP Investments.  Securities and advisory activities are supervised from 4407 Belmont Ave. Youngstown, OH 44505 and are available to residents of Fl. Oh. & Pa. only.

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