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401(k) or Other Qualified Employer Sponsored Retirement Plan (QRP) Early Distribution Costs Calculator Results
*Distributions from your QRP are taxed as ordinary income and may be subject to an IRS 10% additional tax for early or pre-591/2 distributions. You avoid the 10% additional tax, if you left your employer in the year you turned age 55 or older (age 50 for certain public safety employees and private sector firefighters). There are other exceptions to the 10% additional tax including: your death, being disabled, eligible medical expenses, taking substantially equal periodic payments (SEPP), qualified reservist distribution, adoption or birth expenses (up to $5,000), and involuntary IRS levies. Visit www.irs.gov for a full list. Wells Fargo has provided this link for your convenience but does not control or endorse the website and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates - so these estimates should not be regarded as predictions, advice, or recommendations. This information does not constitute an application, offer or commitment by Wells Fargo & Company, or a representation of interest rates, investment performance or any other future performance. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. You should obtain personal advice from qualified professionals. This information is provided for illustrative purposes only and is not intended to constitute legal, financial, or other advice. Wells Fargo Advisors and Wells Fargo & Company do not provide legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences.
Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors, or one of its affiliates as part of this website is published in the United States and is intended only for persons in the United States.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
Wells Fargo Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
PM-08212025-6416009.1.1
LRC-0224
