Wells Fargo Annuities Fees

Consult your tax advisor about possible tax implications.

Wells fargo annuities fees.

Wells fargo advisors can offer brokerage and investment advisory account services because we are registered as both a broker dealer and an investment advisor. Fees from non wells fargo atm owner operator may apply unless waived by the terms of your account. Consider the tax benefits of an annuity if you ve maxed out your 401 k or ira are seeking additional tax deferred savings before your. Wells fargo advisors is a trade name used by wfcs and wells fargo advisors financial network llc members sipc separate registered broker dealers and non bank affiliates of wells fargo company.

Potential tax penalties for withdrawals before age 59 1 2. Wells fargo advisors is a trade name used by wfcs and wells fargo advisors financial network llc members sipc separate registered broker dealers. These payments are in addition to the sales charges disclosed in the fee tables found in the prospectuses of the mutual funds of these fund families and wells fargo funds. Discussions with retirement professionals may lead to a referral to affiliates including wells fargo bank n a.

Use this chart to compare five popular types of annuities that can help you generate guaranteed lifetime income or potentially grow and protect your savings for retirement. Wells fargo advisors also receives revenue from wells fargo funds management llc an affiliate of wells fargo advisors relating to customer assets held by wells fargo funds. Charges and fees also differ by variable annuity. Guaranteed lifetime income with an annuity.

A variable annuity may be a good choice if you are looking for growth potential and could benefit from tax deferred earnings. Wells fargo company and. Please call us at 1 866 246 5056 or consult with a wells fargo advisors financial advisor to determine if an annuity might fit your needs. You are leaving the wells fargo website.

Guaranteed lifetime income and tax deferred savings. May include surrender penalties for early withdrawal. It s important to understand that our brokerage accounts and services are governed by different sets of laws and regulations than our investment advisory accounts and services. Wfcs and its associates may receive.

Investing in an annuity offered by wells fargo can provide guaranteed income for a specific period of time or for the rest of your life. Enrollment in only electronic delivery for statements trade confirmations other documents and shareholder communications excluding tax documents 1099s 4. You can avoid this fee with one of the following as of june 30 for all accounts in your wellstrade household. Household annual fee 3 or ira custodial fee 3 for ira only households 30 per household.

The non wells fargo atm owner operator fees are included in the total amount withdrawn from your account and will apply to your card s daily atm withdrawal limit.