Kirkpatrick Investment Group
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Planning for Retirement

Whether you are planning for retirement or already retired, the Kirkpatrick Investment Group is ready to help.

  • Retirement contributions at a glance  
  • Social Security and retirement 
  • Making the most of of your retirement income plan
  • Keep your retirement on track
  • Managing finances in retirement 
  • A retirement checklist 
  • Five questions you should answer before you retire 
  • Retirement expense worksheet
  • Should you consolidate your retirement assets? 
  • Comparing your IRA choices 
  • Traditional IRA v. Roth IRA 
  • Roth IRA overview
  • What you should know about Roth IRA conversions
  • Retirement plans for professionals  
Kirkpatrick Investment Group of Wells Fargo Advisors
  • 6342 SW 21st St.
    Topeka, KS 66615
  • (785) 271-2492
    (800) 633-4088
    Send a Message
  • Home
  • About Us
    • Our Team
    • Our Location
    • Our Firm
  • Access Your Account
  • Our Services
    • Our Services
    • Begin Your Investment Plan
    • Planning for Retirement
    • Family, Trust & Estate Planning
    • Tax Planning
  • Resources
    • Calculators
    • Articles
    • Newsletters
    • Tax Library
    • Videos
    • Glossary
  • Contact Us
    • Introducing Others to the Kirkpatrick Investment Group
    • Contact Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, CA, CO, FL, IA, KS, KY, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NY, OK, OR, PA, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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