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Open/Close Step 1: Review Your Plan
Open/Close Step 2: Review Your Investments
Open/Close Step 3: Manage Your Income
Frequently Asked Questions

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Step 1: Review Your Plan

The fastest growing age group in America is people over the age of 85, according to the Census Bureau. While it's wonderful that people are living much longer, without proper planning they run the risk of outliving their investments.

Have you invested enough to retire? The answer to this question requires some careful planning on your part. Are you planning a retirement filled with travel and entertaining, or do gardening and reading sound more appealing?

Careful planning as you approach retirement will give you an idea of how much income you need to generate.

Any tax or legal information in this website 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. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

©2013 Wells Fargo Funds Management, LLC. All rights reserved. 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 and Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

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  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778

Wells Fargo Advantage Target Date Funds

Next Steps

Call one of our Specialists at 1-800-359-3379.
  • Clarify your minimum distribution requirements.
  • Arrange a consolidated view of your portfolio for easier management.
  • Discuss any concerns regarding Social Security, estate planning, taxes, healthcare and more.

Specialists are available Monday through Friday, 7 a.m. to 7 p.m. CT.

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