Wells Fargo Annuities Fees

Potential tax penalties for withdrawals before age 59 1 2.

Wells fargo annuities fees.

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. 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. Discussions with retirement professionals may lead to a referral to affiliates including wells fargo bank n a.

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. 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. Wfcs and its associates may receive. May include surrender penalties for early withdrawal.

Fees from non wells fargo atm owner operator may apply unless waived by the terms of your account. You can avoid this fee with one of the following as of june 30 for all accounts in your wellstrade household. Learn more about variable annuity charges and fees. 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.

Wells fargo company and. Household annual fee 3 or ira custodial fee 3 for ira only households 30 per household. Charges and fees also differ by variable annuity. Guaranteed lifetime income with an annuity.

Consult your tax advisor about possible tax implications. Guaranteed lifetime income and tax deferred savings. A variable annuity may be a good choice if you are looking for growth potential and could benefit from tax deferred earnings. Wells fargo advisors is a trade name used by wfcs and wells fargo advisors financial network llc members sipc separate registered broker dealers.

Enrollment in only electronic delivery for statements trade confirmations other documents and shareholder communications excluding tax documents 1099s 4. Wells fargo advisors can offer brokerage and investment advisory account services because we are registered as both a broker dealer and an investment advisor. The non wells fargo atm owner operator fees are included in the total amount withdrawn from your account and will apply to your card s daily atm withdrawal limit. 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.

Be sure you read the prospectus carefully and understand all the charges and fees of the variable annuity you are considering before you invest.