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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Royal Palm Financial
Corporate Headquarters

5485 Wiles Road
Suite 406
Coconut Creek, FL 33073
Toll Free (877) 401-5787
Fax (954) 933-9987

Bonita Springs Office:

9990 Coconut Road
Suite 210
Bonita Springs, FL 34135
Toll Free (888) 400-3400
Fax (239) 948-4136

Fort Myers Office:

15940 Chatfield Drive
Fort Myers, FL 33908
Toll Free (866) 601-0004
Fax (239) 433-9090