Asset Allocation for Retirees
Just because you're retired doesn't mean you can relax when it comes to your investments. That's why we have a version of this tool for retirees. Use the sliders to enter the required information, and the tool will provide a target asset allocation that may be appropriate for investors with a similar profile. It will also show you the returns that the target portfolio may produce, based on historical averages. Actual returns may, of course, be different. And no matter how you allocate your assets, be sure to review your plan every six months to account for changes in your circumstances.
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The tools and calculators provided on this site are for educational and illustrative purposes only. Wells Fargo makes no representations as to their accuracy and assumes no liability for such content. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. For personal advice regarding your financial situation, please consult with a financial advisor.