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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Vora Financial Group, PLLC & Vora Wealth Advisers

Historic Downtown Flagstaff:14 E. Birch Avenue, Flagstaff, AZ 86001

Kierland Scottsdale: 16100 N. 71st Street, Suite 190, Scottsdale, AZ 85254

Sedona:1785 W. Hwy 89a, Ste 2B., Sedona, AZ 86336

Prescott: 700 S. Montezuma, Prescott, AZ 86301

Phoenix: 3060 W. Deer Valley Road, Phoenix, AZ 85027

Phone: 877.848.8672 (VORA) Toll Free
Flagstaff: 928.526.8672 (VORA)
Scottsdale: 480.998.8672 (VORA)
Fax: 928.213.8329 (VFAX)
team@vorafinancial.com