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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Brown & Saraci
5 Park Plaza, Suite 1800 Irvine, CA 92614
Fax: (949) 851-6323

Bob Brown (949) 471-5833 ~
bbrown@metlife.com

Alex Saraci (949) 471-5865~
asaraci@metlife.com

www.brownandsaraci.metlife.com

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/ SIPC), and a registered investment adviser, New York, NY 10166. Automobile and homeowners insurance issued by Metropolitan Property and Casualty Insurance Company and its affiliates, Warwick, RI (may not be available in all states). MLIC, MSI, and Met P&C are affiliates.
Copyright 2009, Metropolitan Life Insurance Company. All Rights Reserved.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
PEANUTSĀ© United Feature Syndicate, Inc.
Privacy Policy
Legal Notices
L0209021733[exp0310][All States][DC]