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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
BBM Financial Services, Inc.
1440 North 16th Avenue / PO Box 22700 • Yakima, WA • 98907
Phone: 509.248.7930 / 800.647.0932 / 509.248.7944 • Fax: 509.457.6503
www.bbmfs.com • trina@bbmfs.com

Craig Mendenhall, Steve Pilger, and Trina Good offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Idaho, Ohio, Oregon, Texas, and Washington.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Craig Mendenhall and Steve Pilger offer advisory services in the state of Washingtion through BBM Financial Services, a registered investment advisor, not affiliated with Royal Alliance Associates.  Craig Mendenhall offers additional advisory services through Royal Alliance Associates, Inc.

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