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Planning Tools

From determining how much of your IRA contributions are tax-deductible to deciding how much money to save for retirement – we have the tools you need to help you build a strong retirement.

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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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Next Steps

Don't wait until April 15 to fund your IRA. The sooner you open your account, the sooner your savings can start to grow.
  • The power of compounding is a great tool for investors. Use our calculator to see how it can benefit your retirement plan.
  • Open your account online – it takes less than fifteen minutes!

Questions? Specialists are available 24 hours a day at 1-800-359-3379.

 

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