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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Texas First Bank Investment Services
6501 Stewart Road Galveston, TX 77552
Phone: (409) 771-3050, or

            (281) 851-6508

Fax: (281) 286-7311
www.texasfirstbank.pfyfn.com pgrover@swbcinvestments.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.
 
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Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
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