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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

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Malibu Capital Management, Inc.
28990 Pacific Coast Hwy Suite #105 Malibu, CA 90265
Phone: 310-457-5113 Fax: 310-457-5166
www.MalibuCapital.net Wayne.Ribnick@Securitiesamerica.com

Securities offered through Securities America, Inc. a Registered Broker/Dealer Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. an SEC registered investment advisor. Wayne Ribnick (Ca Insurance Lic. # 0B75773) Representative.  Malibu Capital Management, Inc. and Securities America, Inc. are not affiliated