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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Ober Financial
2019 W. Orangewood Ave., Suite B • Orange, CA • 92868
Phone: 714.771.7570 • Fax: 714.771.7580

Investment and insurance products distributed by Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA) [investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser]. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.

Accounting and tax services are offered solely through Ober Financial which is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion. Following are the states in which Caren Ober is/are licensed: CA, NV, AZ.  Caren Ober's License Insurance # 0E56814: CA.