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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Austin Telco Investment Services
Phone: 512.407.3116 (Frank)
512.407.3115 (Joseph)
512.407.3114 (Amira)
Home Office: 866.884.2605
Fax: 877.574.3998
fbazan@swbc.com; jdewhart@swbc.com

 

 

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are:
 

Supervisory Office:
Beth Conley
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   I San Antonio, TX  78216
(210) 321-7131  Office I (210) 581-1672  Fax

invcompliance@swbc.com