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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Billy G. Mcneel CPA

127 West Main Street

Carthage, MS 39051



205 North Columbus Avenue

Louisville, MS 39339



307 West Main Street

Philadelphia, MS 39339



413 E M. L. King Drive

Starkville, MS 39759

Phone:
Carthage: (601) 298-0064



Louisville: (662) 773-8289



Philadelphia: (601) 656-5568



Starkville: (662)461-1040
info@mcneelcpa.com

Billy McNeel, CPA is a registered representative registered to transact business with clients in Mississippi and Florida. Billy McNeel, CPA is advisory licensed in Mississippi.  Billy McNeel, CPA is also an insurance agent licensed in Mississippi.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not consititute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value.