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Nearing or In Retirement

As you near retirement, your priorities will begin to shift. Instead of wondering how aggressive your portfolio should be, you're worrying about not being conservative enough. Instead of determining how much you need to invest each month, you're calculating how much you'll need to withdraw.

Be prepared for these changes by knowing the challenges you might face in retirement and how you can adjust your investments to meet your retirement goals.

  • Not FDIC Insured
  • 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

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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