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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Putman Capital Management, Inc.
2200 Pacific Coast Highway
Suite 209		 • Hermosa Beach, CA • 90254
Phone: (310)798-7053 • Fax: (310)798-7054
www.putmancapital.com

Securities offered through 1st Global Capital Corp., member FINRA, SIPC.  Investment advisory services, including fee based asset management accounts are held through NFS, LLC, are offered through 1st Global Advisors, Inc.  All other financial planning services are offered through Putman Capital Management, Inc.  Putman Capital Management, Inc. is not affiliated with 1st Global Capital Corp.  Insurance Services offered through 1st Global insurance Services, Inc.