Recent changes to tax rates and uncertainty over future tax policy make planning particularly challenging this filing season. In the podcast, Morrison Creech, Head of Private Banking for Wells Fargo Private Bank, discusses why it’s important to consider borrowing strategies as part of your tax-planning and how these strategies may enhance your wealth plan to help you achieve your financial goals.
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various subsidiaries and affiliates.
The information and opinions in this report were prepared by Wells Fargo Wealth Management. Information and opinions have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Wells Fargo Wealth Management’s opinion as of the date of this report and are for general information purposes only. Wells Fargo Wealth Management does not undertake to advise you of any change in its opinions or the information contained in this report. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
This information is for educational purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Wells Fargo does not guarantee that the information supplied is complete or timely, undertake to advise you of any change in its opinion, or make any guarantees of future results obtained from its use.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your 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 you own situation at the time your taxes are prepared.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Past performance does not indicate future results. The value or income associated with a security or an investment may fluctuate. There is always the potential for loss as well as gain. Investments discussed in this presentation are not insured by the Federal Deposit Insurance Corporation (FDIC) and may be unsuitable for some investors depending on their specific investment objectives and financial position.
Some real assets may be available to pre-qualified investors only.
©2014 Wells Fargo & Company. All Rights Reserved