Wells Fargo Advisors

Welcome to our Web site, where you'll find information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a variety of useful information, including calculators, articles, a portfolio tracker, and more. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. 

This Web site was created to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. 

Please take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. Information is frequently updated and we wouldn't want you to miss any developments in the area of personal finance.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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