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How do I access my Wells Fargo IRA?

Access your plan online at any time by signing on at My Retirement Plan. (Note: If you create a plan using the public version of My Retirement Plan, you cannot save or access your plan online.) Visit My Retirement Plan Tips to learn how to make the most of your selected retirement savings plan.

Can I withdraw money from my Wells Fargo IRA?

You pay no taxes on any investment earnings until you withdraw or \u201cdistribute\u201d the money from your account, presumably in retirement. If you make distributions before age 59 1/2, you may owe a 10% additional tax. There are exceptions which allow you to avoid the 10% additional tax: Death.

How do I access my Wells Fargo Retirement Account?

Access your plan online at any time by signing on at My Retirement Plan. (Note: If you create a plan using the public version of My Retirement Plan, you cannot save or access your plan online.) Visit My Retirement Plan Tips to learn how to make the most of your selected retirement savings plan.

Can I borrow from my Wells Fargo IRA?

Generally, you can only borrow up to 50% of your vested account balance, up to a maximum of $50,000. Your employer may have different plan-specific limits.

Does Wells Fargo charge you for closing an account?

How much does it cost to close a Wells Fargo account? There is no charge to close a Wells Fargo account. Again, be sure that your account is not overdrawn\u2014zero or positive balance\u2014and there are no pending deposits or outstanding legal claims or disputes.

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How do I transfer money from my Wells Fargo Retirement Account?

To transfer funds to or from your brokerage accounts, simply sign on to Wells Fargo Online® and select Transfer and Pay.

Can I transfer my IRA to my bank account?

You should contact the original and new IRA providers to confirm that you can make a direct transfer. Some IRA providers only allow indirect transfers either electronically to your bank account or via check. Once you receive the money, you must deposit it into the new Roth IRA account within 60 days.

Does Wells Fargo handle IRA accounts?

Wells Fargo Destination IRAs, both Traditional and Roth IRAs, are available through Wells Fargo Bank, N.A. The maximum insurance coverage is $250,000 for all Traditional and Roth IRAs, any Simplified Employee Pension accounts, "Section 457" deferred compensation plan accounts, self-directed Keogh plan accounts, and ...

How do I rollover an IRA to Wells Fargo?

Contact the plan administrator of the QRP you are rolling (contact information can be found on your last QRP statement), and request a direct rollover distribution payable to Wells Fargo. Make sure to: Ask to roll over the funds directly to Wells Fargo for benefit of (FBO) your name.

How do I close my IRA account with Wells Fargo?

Contact us to close your account: Call us at 1-800-TO-WELLS (1-800-869-3557) Or visit a Wells Fargo branch near you. If outside of the U.S., complete the Account Closure or Partial Withdrawal Request form (PDF) and send it to us by mail.

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