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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Urshan Retirement Group, Inc.
4886 Miller Trunk Highway • Hermantown, MN • 55811
Phone: 218-625-7575

Toll Free: 888-625-7575		 • Fax: 218-625-7676
• dan.urshan@securitiesamerica.com wayne.cessna@securitiesamerica.com jordan.urshan@securitiesamerica.com

Investments offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Urshan Retirement Group and Securities America are separate entities.  We are licensed for securities in the states of AE, AL, AZ, CA, CO, DC, FL, HI, ID, IL, MI, MN, MO, NC, NM, PR, TX, WA, WI, WY.  We are licensed for insurance in the states of FL, MI, MN, WY. We are licensed for advisory services in the states of MN, TX.