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Step 3: Manage Your Income

In the years leading to your retirement, your focus was on accumulating wealth and maximizing your 401(k) or IRA contributions.

Now, as you get closer to or are actually in retirement, that focus changes to preserving your wealth and making sure that your portfolio can cover any costs (expected and unexpected) that you may encounter during this stage of your life.

  • 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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