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# Investing for Retirement

- Print

## Plan for the future

## SEP IRA

Make tax-deductible contributions with this flexible plan that is easy to set up and maintain.

Learn about SEP IRA

## SIMPLE IRA

Offer a salary-deferral plan for your employees that is easy and affordable.

Learn about SIMPLE IRA

## 401(k) plans

Offer the highest level of employee pre-tax contributions with these flexible plans.

Learn about 401(k) plans

## Profit Sharing plans

Reward long-term employees with tax-deferred growth and variable contribution options.

Learn about profit sharing

## Individual 401(k)

As a self-employed individual, maximize tax-deductible contributions at lower income levels.

Learn about Individual 401(k) plans

## Personal retirement options

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 your financial goals.

- Retirement planning for all ages
- Compare Traditional vs. Roth IRA
- Investing with WF

## Interested in learning more about our retirement plans for small

businesses? Call us at 1-877-493-4727

## Business rewards

Get rewarded for your business purchases

Learn more

Investment and Insurance Products are:

- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through WF Advisors, a trade name used by WF Clearing Services, LLC and WF Advisors Financial Network, LLC, separate registered broker-dealers and non-bank affiliates of WF & Company.

Financial Advisors are registered representatives of WFCS.

WF and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Information published by WF Bank, N.A., WF 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.

PM-09032026-7694118.1.1

LRC-0325

## Compare our plans

Get a side-by-side comparison of our business retirement plans.

## More resources

- Expand Employee Benefits

## Still have questions?

### Call Us

WF Advisors

Brokerage Accounts

1-877-493-4727

More contact options

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