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529 Savings Plan
Estimate how much you'll need to save for your child's education and how much a 529 plan may save you in federal taxes.

Personal Net Worth
Find out how much you are worth with this simple net worth calculator.

Borrowing From a 401(k)
Thinking of taking a loan from your 401(k) plan? Before you do, you should check out the true costs of such a loan with this calculator.

Found 26 Articles

The Roth Individual Retirement Account
The Roth IRA offers retirement investors potentially tax-free retirement distributions. This article explains many features of the Roth IRA.
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Section 529 Plans: Saving for Education
This article explores the pros and cons of 529 plans and contrasts them with other available education savings options.
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Planning for the Cost of Higher Education
College costs continue to rise, but through regular saving and investing for growth, you can help a child realize his or her goals.
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Redefining Retirement in the 21st Century
The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
Find out the potential benefits of creating a rollover IRA to consolidate multiple employer-sponsored retirement plans.
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Federal and State College Financial Aid Programs
This article describes sources of college aid available through federal and state programs.
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Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.
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Retirement Account Distributions After Age 70½
Minimum distributions from qualified retirement plans and IRAs are required to begin after age 70½. This article examines the options as well as the rules for required minimum distributions.
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Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
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Your Retirement Checklist
Whether you’re just starting to invest or you’re well into your working years, this checklist can help prepare you for this important financial goal.
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The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
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Starting Out: Begin Funding for Your Financial Security
This financial planning overview for those just entering the workforce offers tips on saving, budgeting, insurance, and paying off student loans.
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How to Choose a Mutual Fund
Choosing from thousands of mutual funds can be confusing. Here’s a guide.
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Put Savings (and Yourself) First with a Budget
Personal savings are essential to ensure a comfortable future. Learn how to track monthly expenses with a budget and potentially free up cash for saving.
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Changing Jobs or Retiring? Don't Forget Your Retirement Savings!
Choosing a distribution method from your retirement plan when you change jobs or retire can have significant tax implications.
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Yes, You CAN Get Out of Debt
Are you carrying too much debt? Find out if you are, and learn ways to potentially reduce it.
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
Find out the potential benefits of creating a rollover IRA to consolidate multiple employer-sponsored retirement plans.
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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
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Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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Make the Most of Your 401(k)
Your 401(k) plan may be your key to a comfortable retirement. This article explains the fundamental features of 401(k) plans and their benefits.
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Rebalancing to Keep Your Portfolio on Track
This article looks at how drift can affect a portfolio and considers different rebalancing strategies.
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Divorce and Your Finances
Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider on how divorce may affect your finances.
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Investing Through Life's Stages
How you allocate your investment portfolio among different types of investments will depend on your goals and time frame. Take a look at how these might change over time.
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How Much Do You Need to Retire?
Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much you'll need to save for a comfortable retirement.
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Understanding the Roth 401(k) and Its Rules
This FastFact explains the benefits of a Roth 401(k) and how it differs from a traditional 401(k).

Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2019, Wealth Management Systems Inc. All rights reserved.