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Investing for Retirement

Plan for the future

 
Wells Fargo understands the unique investment and retirement challenges of business owners and the self-employed. Whether you need an IRA, a retirement plan for you and your employees, or a business valuation, you can count on us to meet your financial needs. 
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Business Solutions

Since 1979, Wells Fargo has been serving the retirement planning needs of small and large businesses and now manages more than $17 billion in retirement plan assets. Benefit from our proven expertise to deliver exceptional results — let us help you develop a retirement strategy for your business.

As a business owner, you can choose from our full suite of retirement plans to find the ideal solution for your business. Plus, take advantage of our wide spectrum of investments to support the short term financial needs of your business.

  • SEP IRA
    Make tax-deductible contributions with this flexible plan that is easy to set up and maintain.
  • SIMPLE IRA
    Offer a salary deferral plan for your employees that is easy and affordable.
  • Individual 401(k)
    Maximize tax-deductible contributions at lower income levels.
  • 401(k) Plans
    Offer the highest level of employee pre-tax contributions, a wide range of employer contribution options, and an optional loan provision with these flexible plans. If you are a non-profit, we have 403(b) plans that you can offer to your employees.
  • Profit Sharing Plans
    Reward long-term employees with tax-deferred growth and variable contribution options with these flexible plans.
  • Compare Retirement Plans
    Compare the different types of retirement plans side-by-side.
  • Planning Solutions for Business Owners
    Take advantage of our experienced, independent analysis and business valuation specialists to help you with the transition or sale of your business.

Personal Finance Solutions

In addition to helping with your business retirement opportunities, we have all the solutions you need to build personal financial security. From developing a comprehensive retirement plan, to growing your savings and maximizing your investment potential, our personal finance solutions are designed to help you reach all of your financial goals.

See if your retirement savings are on track by using My Retirement Plan®, our retirement savings calculator.

  • Retirement
    • Traditional IRAs
      Allow your earnings to grow tax-deferred and, if eligible, your contributions may be tax-deductible as well.
    • Roth IRAs
      Make after-tax contributions, but the money you withdraw after retirement may be free from federal taxes.
  • Investing
    Invest with confidence knowing you have the resources and knowledge of Wells Fargo behind you. Our services are designed to meet your needs, online trading, investment advice and mutual funds to portfolio management, you choose the solution you want.
  • Trust Solutions
    Entrust your estate planning and the secure transfer of your wealth to the oldest Trust company in the West.
  • The Private Bank
    Comprehensive wealth management for high net worth individuals and families.
Call1-877-493-4727
 
Investment, Insurance and identity theft protections plans are: Not Insured by the FDIC or any federal government agency Not a deposit of or guranteed by any bank May lose value
Brokerage products and services including WellsTrade are offered through Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, (Members SIPC), non-bank affiliates of Wells Fargo & Company.
Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors, or one of its affiliates as part of this website is published in the United States and is intended only for persons in the United States.
Wells Fargo Advisors, LLC (Member SIPC) does not provide tax or legal advice. Please see your tax and legal advisors to determine how this information may apply to your own situation.