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If you have any questions regarding any of the content below, feel free to call us at (949) 862-1233.

Topics ranging from the 60 day rollover rule to 549 saving plans

Various information such as what it means to be a Fiduciary to the 60 day rollover rule:


An introduction to college financial aid

Account Titling

60-day rollover rule

What does it mean to be a Fiduciary

529 Savings Plans

More topics on Wash Sales, Divorce, Tax Treatment of Dividend Income:

Various topics with articles published by Wells Fargo Advisors:



Transfer-on-death designations

Taxation of Master Limited Partnerships

Info on Tax Rules, as well as divorce, and managing wealth:

Some topics that range from Tax Rules for Children to how to manage capital gains and losses:


Tax Efficiency Checklist

Talk Money Before the Wedding Bells Ring

Sale to intentionally defective trust

Retirement Expense Worksheet

Planning considerations for same-sex couples

Further resources, as well as pages to learn more about our group:

Certified Retirement Counselors (CRC) 

Retirement Planning at Wells Fargo Advisors 

Forbes Best-In-State Wealth Advisor 

Fee-based Financial Advisor in Carlsbad, CA and Irvine, CA 

Wells Fargo Advisors in Irvine, CA 

Wells Fargo Advisors in Carlsbad, CA 


Here is some information on topics that range from Medicare to retirement, to dollar cost averaging:



Income Planning Worksheet

Gifting to Individuals

Dollar Cost Averaging

Charitable Giving Strategies

Buy-sell agreement

A Guide to Estate Settlement

2021 Tax Planning Tables brochure

Understanding Wash Sales

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, AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MN, MO, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, 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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