Wachovia logo: go to home page

401K CASH DISTRIBUTION CALCULATOR


  How much are you considering taking as a cash distribution?
  What is your federal income tax rate?
  What is your state income tax rate (to the nearest percent)?
  Were you over 55 years of age when you left your employer?
  How many years from now do you plan to retire?
  What annual rate of return on investment would you expect between now and the time you retire?

Keep in mind when utilizing this calculator that the higher the annualized rate of return you input, you would have to, in turn, expose your investments to higher levels of investment risk in order to try to achieve those results.



05/05
Wells Fargo Advisors does not provide legal, accounting, or tax advice. Please consult with your own legal or tax advisors before making any decision that may have tax or legal consequences.

Wachovia Securities, the trade name formerly used for Wachovia Securities, LLC and Wachovia Securities Financial Network, LLC, is now Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.