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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
University Federal Credit Union
3305 Steck Avenue Austin, TX 78757
Phone: 512-467-8080
www.ufcu.pfyfn.com investments@ufcu.org

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Registered representatives are employees of UFCU and registered through CFS. UFCU is affiliated with CFS (Member FINRA/SIPC) and a SEC Registered Investment Advisor.