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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

6760 Perimeter Drive
Dublin, OH 43016

Info@ascendadvisory.com

Tel: 614.784.6000

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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.

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The Forbes Best-in-State Wealth Management Teams* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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