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Tax Break Analyzer

Take a few moments to answer these brief questions about your personal and financial situation, and we'll provide suggestions for tax-advantaged vehicles that may help you keep more of what you earn.

Tell us about your family situation:
1.

 
2. Are you married?


 
3.

 
4. Do you have any children?


 
5.

 

Provide details about your employment:
6. Are you employed?


 
7. Are you eligible to contribute to a 401(k) plan?
8. Is your spouse eligible to contribute to a 401(k) plan?


 
9. Do you receive an employer match on your 401(k) contributions?


 
10. Are any of your minor children employed?


 

Include your income status:
11. What is your federal tax filing status?


 
12.

 
13.

 
  Clear

Any tax or legal information in this Web site is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives, may give legal or tax advice.

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This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds®, an EdVestSM program description (PDF), and a tomorrow's scholar® program description (PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured  •  No Bank Guarantee  •  May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plans administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services, Wells Fargo Advantage Funds, and the EdVest and tomorrow's scholar plans. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plans are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

This Web site is for information purposes only and is not intended as a solicitation to sell or buy any security. Wells Fargo Advantage Funds are offered by prospectus and only to residents of the United States. Wells Fargo does not control or endorse and is not responsible for third-party Web sites to which this site links.

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