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By now, you've probably been investing in your employer's retirement plan or IRAs for several years. But, when was the last time you looked at your overall plan to make sure your retirement investments are in line with your other goals?

Generally, you should review your investments once per year or whenever you experience a significant change in your life. The links below will walk you through the steps. Of course, if you have any questions, you can always call us. Representatives are available 24 hours a day, 7 days a week at 1-800-359-3379.

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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.

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Career Change

  • Rollovers and IRAs can be confusing. Let our experienced team help you. Call one of our specialists at 1-800-359-3379.
  • Use our online account opening tool or request more information to roll over your IRA today!
 

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