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CALCULATORS

Retirement & Inflation

Cost of Retirement

Impact of Inflation

Retirement Plan Early Distribution

Retirement Portfolio Lifespan

Required Minimum Distributions

Taxes & IRAs

Roth IRA Conversion

Tax-Deferred Savings

IRA Eligibility

Estate Planning

Saving & Investing

College Funding

Savings Accumulation

Taxable Equivalent Yield

Capital Gains Taxes

Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017 | 614.784.6000

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©2020 Wells Fargo Clearing Services, LLC. All rights reserved. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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