The Beed Group of Wells Fargo Advisors
Dale A. Beed & Ian A. Beed

Financial Calculators

Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.

  • Cash Management

    Cash Management

    Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

    Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

    Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Estate Planning

    Estate Planning

    Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Saving & Investing

    Saving & Investing

    College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

    Savings Accumulation

    Estimate the future value of your current savings.

    Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Taxes & IRAs

    Taxes & IRAs

    Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

    Tax-Deferred Savings

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

    IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

    Roth IRA Conversion

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

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
This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MA, ME, MI, NC, NE, NV, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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