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Retirement Planner
The Wells Fargo Advantage Funds® Retirement Planner is a quick
and easy tool designed to help you put together a financial plan for your retirement.
Benefits of the tool include:
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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.
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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.).
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Play What Ifs to
see the impact of raising or lowering your rate of return or monthly contributions.
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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.
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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.
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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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