Spring 2014

Planning for the future: thinking beyond your retirement savings plan

Planning for the future: thinking beyond your retirement savings plan

 In addition to your retirement savings plan, there are other things you may want to consider, based on your age, to help you prepare for the future.

Protect yourself from fraud

Every year, scammers find new ways to obtain others' personal information — such as names, Social Security numbers, and birth dates — to commit fraud or other illegal acts. Here are some situations to be aware of.

Sign on to your account and
view your personalized
retirement status.

Want to save more, but aren't sure where to find the extra money? You're not alone. Check out the Find the Money to Invest calculator to see how small changes to your spending habits can turn into big results.

If you receive a tax refund this year what do you plan to do with it?

This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. and its affiliates is intended to constitute investment education under U.S. Department of Labor guidance and does not constitute "investment advice" under the Employee Retirement Income Security Act of 1974. Neither Wells Fargo nor any of its affiliates, including employees, and representatives, may provide "investment advice" to any participant or beneficiary regarding the investment of assets in an employer-sponsored retirement plan. Please contact an investment, financial, tax, or legal advisor regarding your specific situation. The performance quoted represents past performance and does not guarantee future results.


Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact an investment, financial, tax, or legal advisor regarding your specific situation.