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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
PeoplesBank Trust & Investment Services Division
105 Leaders Heights Road York , PA 17403
Phone: 717-846-1970
Toll Free: 1-888-846-1970
Fax: (717)741-9582

 Not a deposit - Not FDIC insured - Not Insured by any Federal Government Agency.
 Not Guaranteed by the Bank - May go down in value.

 For additional information, contact us toll free at 888-846-1970