Gates Smallwood

Financial Advisor

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.

  • Taxes & IRAs

    Taxes & IRAs

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

    Federal Income Tax

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

    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.

    IRA Accumulation

    Estimate how much an account could possibly accumulate using the new increased contribution limits.

  • 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.

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 (AL, FL, GA, IN, MO, MS, NC, SC, TN, TX, WA). 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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