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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Owens Financial Group, Inc.
251 Technology Parkway NW Rome, GA 30165
Phone: 706-235-2269 Fax: 706-291-9960
danowens@owensfinancialgroup.org

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

                Owens Financial Group, Inc. is not affiliated with Multi-Financial Securities Corporation

Owens Financial Group, Inc.
251 Technology Parkway NW
 Rome, GA 30165

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AL,CA,FL,GA,MT,OH,SC,TN.

We are registered to sell Securities in AL,AZ,CA,DC,FL,GA,IA,IL,KY,MD,MI,MT,NC,NH,NY,OH,PA,SC,TN,TX,VA.

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