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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Kilpatrick Life Insurance Co.
1818 Marshall Street Shreveport, LA 71101-4109
Phone: 800.235.0555 toll free
Home Office Fax - 318.429.8010
Human Resources Fax - 318.675.1722
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info@klic.com