Integrating Credit Strategies in Tax Planning

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.

 



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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.

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Morrison Creech

Head of Private Banking



Integrating Credit Strategies in Tax Planning
March 26, 2013

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 & 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 your own situation at the time your taxes are prepared.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.

Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.

Brokerage services offered by Wells Fargo Advisors, LLC. Wells Fargo Advisors, LLC, Member SIPC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

 

Investment Products: Not FDIC Insured, No Bank Guarantee, May Lose Value.