Financial Matters Search

Search Results

Search Results for "capital gains distribution"

Found 1 iCharts

Making Your Nest Egg Last
This chart illustrates how long your money might last under various distribution scenarios.

Found 5 Calculators

Time Value
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.

Find the Money to Invest
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

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.

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.

Asset Allocation Profiler
Creates a simple profile of an investor and suggests an asset allocation.

Found 34 Articles

Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
Full Article | Synopsis

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.
Full Article | Synopsis

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.
Full Article | Synopsis

Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
Full Article | Synopsis

How to Read a Mutual Fund Prospectus
This article provides an overview of the key elements contained in a mutual fund prospectus.
Full Article | Synopsis

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.
Full Article | Synopsis

Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
Full Article | Synopsis

Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
Full Article | Synopsis

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.
Full Article | Synopsis

Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
Full Article | Synopsis

Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
Full Article | Synopsis

Buying Life Insurance: What Kind and How Much?
This article introduces different types of insurance products and the role that they can play in a personal financial plan.
Full Article | Synopsis

International Stock Investing
A look at the potential risks and benefits of international investing for long-term growth and diversification.
Full Article | Synopsis

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.
Full Article | Synopsis

Pay Yourself First -- and Regularly -- Through Dollar-Cost Averaging
This simple technique can help you build a healthy savings habit while putting market fluctuations to work for you.
Full Article | Synopsis

Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance.
Full Article | Synopsis

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.
Full Article | Synopsis

Company Size -- Why Market Capitalization Matters
This article explains market capitalization and the potential diversification benefits of wearing several market caps.
Full Article | Synopsis

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.
Full Article | Synopsis

Rebalancing to Keep Your Portfolio on Track
This article looks at how drift can affect a portfolio and considers different rebalancing strategies.
Full Article | Synopsis

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.
Full Article | Synopsis

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.
Full Article | Synopsis

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.
Full Article | Synopsis

Market Volatility and Your Retirement: Can Timing Alter Your Plans?
What would happen to your retirement nest egg if you retired just as a bear market hit?
Full Article | Synopsis

Growth vs. Value: Two Approaches to Stock Investing
Two fundamentally different methods of choosing stocks can help add diversity to your portfolio.
Full Article | Synopsis

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.
Full Article | Synopsis

Mutual Fund Investment Styles
Learn about the strategy of including different investment styles in a portfolio to improve potential diversification benefits.
Full Article | Synopsis

How Many Funds Do You Need?
Randomly selecting funds can work against your portfolio's potential. This article outlines a framework for deciding how many funds you really need for your portfolio to be truly diversified.
Full Article | Synopsis

What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.
Full Article | Synopsis

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.
Full Article | Synopsis

How to Determine Your Annual Withdrawal Rate
Find out why setting an annual withdrawal rate is an important decision in retirement income planning.
Full Article | Synopsis

Retirement Plan Loans: Do They Make Sense for You?
Thinking about taking a loan from your 401(k) plan? Here are some essential considerations.
Full Article | Synopsis

Federal and State College Financial Aid Programs
This article describes sources of college aid available through federal and state programs.
Full Article | Synopsis

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.