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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Bob Aamodt, Inc.
630 North Main Street • Farmington, UT • 84025
Phone: 801.447.4200 • Fax: 801.447.4201
• bob@bobaamodt.com

Securities offered through KCG Securities, LLC. Member FINRA/SIPC. Member MSRB.

Investment Advisory Services offered through Knox Capital Advisors LLC. Fixed Insurance offered through Knox Capital Insurance LLC. Both companies are independently owned and operated.


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