When you’re planning for retirement, there are many things to take into account.

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At what age do you plan to retire?
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Should you consider consolidating your accounts?
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How and when do you claim social security?
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How do you replace your paycheck after retirement?
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Are your investments as tax-efficient as they can be?
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Is your estate plan up to date?












Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Whether retirement is still years away or if it’s tomorrow, we can help you think through these important considerations when creating a plan that can help you retire.

Our retirement planning services are designed to allow you to identify your specific goals and develop a plan to help you achieve them. We can assist in all aspects of your transition from working to retirement, such as balancing the need for income potential and your desire to leave a legacy. You have the flexibility to adjust your plan as necessary to support your desired pre- and post- retirement lifestyle. 
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Investment and Insurance Products are:

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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