The Wells Fargo Employees' Retirement Blueprint

7 steps to reduce taxes, avoid decision fatigue, and make your money last

  • FREE 7-day email course to:

  • Decide your Cash Balance Plan: lump sum or annuity

  • Time your RSR vesting so the tax hit doesn't surprise you

  • Keep your full 401(k) match by knowing the December 15 rule

  • Plus 4 retirement calculators

For 25+ years, I've helped Wells Fargo employees and retirees plan the move into retirement.

Developed by Todd Calamita CFP®

  • 25+ years guiding Wells Fargo employees and retirees through the retirement transition

  • Fee-only fiduciary advisor in Charlotte, NC. No commissions, no products to sell.

  • Author of Plan Smart: Conquering 10 Common Money Traps

  • Featured in the Financial Boot Camp TV series

Ready to finally retire with confidence?

Here's a sneak peek of everything you're going to learn inside this FREE email course (along with 4 calculators!):

Day 1 - Defining Your Retirement NumberDay 2 - How Your Retirement Accounts and Investments Are TaxedDay 3 - Which Accounts Do You Withdraw From (And In What Order)?Day 4 - Advanced Withdrawal StrategiesDay 5 - Why Taking Less Risk in Your Portfolio Could Make Your Retirement More SecureDay 6 - Advanced Social Security OptimizationDay 7 - Health Care Costs in Retirement

Bonus Day · Wells Fargo Employees Only

The Wells Fargo decisions most people get wrong

  • Your Cash Balance Plan: lump sum or annuity
  • Restricted Share Rights and the vesting-day tax
  • The 401(k) match and the December 15 deadline
  • ESOP concentration inside your 401(k)
  • Your Optum HSA and the wellness incentive
  • How to put your Q1 bonus to work
Calamita Wealth Management is a fee-only fiduciary registered investment adviser in Charlotte, NC. This email course is educational and is not individualized investment, tax, or legal advice. See our Form ADV and Privacy Policy at calamitawealth.com.

Congratulations, the first lesson is on its way to your inbox.

Within the next minute or two, you're going to get an email from me, Todd.This email contains instructions to get started with The Wells Fargo Employee's Retirement Blueprint, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know. I'll be happy to help! :-)Now go and check your inbox!

P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder.Chances are it ended up there.

Calamita Wealth Management is a fee-only fiduciary registered investment adviser in Charlotte, NC. This email course is educational and is not individualized investment, tax, or legal advice. See our Form ADV and Privacy Policy at calamitawealth.com.