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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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MATSON FINANCIAL ADVISORS, INC
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• michael@matsonfinancialadvisors.com

Matson Financial Advisors, founded by Michael Matson and located in Danbury, CT is a Bloomberg Wealth Manager Top Advisory Firm.  The firm offers comprehensive financial advice, including retirement planning, investment, wealth and fee-based portfolio management.  Matson Financial Advisors provides competitive corporate group health, disability, dental, long-term care and life insurance programs.  We work with individuals and companies in Fairfield County, including the greater Danbury area (Bethel, Brookfield, New Milford, Newtown, Redding, Ridgefield).  We also maintain relations with clients worldwide.

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