Wealth Management Insights

Women and investing: Building on strengths

Wells Fargo Investment Institute examines the strengths women possess and challenges they face in working toward their financial goals.

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SECURE Act 2.0: What you need to know about new retirement savings and distribution rules

On December 29, 2022, President Biden signed into law the Consolidated Appropriation Act of 2023.

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Planning opportunities in an uncertain economy

Unsure how to navigate a rising-interest rate economy? Here are planning opportunities you can consider implementing today.

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Five documents you need when your child turns 18

The importance of planning in order to avoid various pitfalls as children approach the “age of majority”.

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Managing real estate capital gains with  like-kind exchanges (Section 1031)

Capital gains taxes may be deferred with proper planning and the use of like-kind exchanges.

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Qualified Opportunity Zones: What investors should know

The Qualified Opportunity Zone program may provide a tax incentive for private, long-term investment in economically distressed communities.

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The importance of buy-sell agreements for business owners

The buy-sell agreement provisions can address a variety of contingencies to help ensure smooth transitions of ownership and continuity of operations.

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Why every business owner needs a contingency plan

Having a contingency plan for your business can help address emergency situations if something unexpected occurs.

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Do your investments reflect your values?

Find answers in Wells Fargo Investment Institute’s Vision Investing report.

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Wells Fargo Investment Institute

Wells Fargo Investment Institute

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