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Manage Retirement Assets

Make your money last

Investment returns, inflation, and health care costs are just a few of the challenges that retirees are likely to encounter as they strive to manage their cash flow over the years. This module contains valuable information on what you need to consider to successfully manage your assets after you've retired.
Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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.
Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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.
Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
How to Determine Your Annual Withdrawal Rate
Find out why setting an annual withdrawal rate is an important decision in retirement income planning.
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.
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.
Will Your Money Last? Risks to Retirement Income
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
How to Weather a Stock Market Correction
Investors concerned about a potential correction or bear market will find tips on constructing a diversified portfolio.
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?
Company Size -- Why Market Capitalization Matters
This article explains market capitalization and the potential diversification benefits of wearing several market caps.
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.
Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2019, Wealth Management Systems Inc. All rights reserved.