Retirement Planner

• Determine if your current plan is on track.

  Provide basic information about your financial situation (e.g., income, tax bracket, current investments) and your projected years until retirement and the plan will then calculate if you are on the right track or if there is an expected shortfall.

• Choose a basic or advanced version.

  You have the choice of either plugging in some basic information to get a two-minute snapshot or you can choose the advanced version to incorporate your retirement accounts, expected Social Security payments, pension plans, as well as any potential windfalls (e.g., inheritance, sale of property, company, etc.).

• Play “What Ifs”

  to see the impact of raising or lowering your rate of return or monthly contributions.

• Save your plan

  so that you can review it or make adjustments at a later date. You can even create multiple plans so you can compare different scenarios.

• E-mail the plan

  to yourself, a spouse, or a financial advisor. They will receive a Web site link to the retirement planner showing your preset calculations.

This planner is provided for educational and illustrative purposes only. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. The content has been provided by a third party. Wells Fargo and the third party make no representations as to its accuracy and assume no liability for such content. It is being provided to you as a convenience, and Wells Fargo is not endorsing the content or its source.

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 ©2009 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. Terms of Use | PRIVACY POLICY | Proxy Policies & Voting Records | Security Policy Wells Fargo Advantage Funds 1-800-359-3379