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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Genworth Financial Securities Corp.
760 rue Saint Francois • Florissant, MO • 63031
Phone: 314.972.1818 • Fax: 314.972.1883
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Investment and insurance products distributed by Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.



Nimmons Wealth Management is not affiliated with Genworth Financial Securities Corp. [or Genworth Financial Advisers Corp.



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