Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by
Wells Fargo Bank, N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results
may apply to your situation at the time your tax return is filed.
This guide has been created for informational purposes only and is subject to change. Information has been obtained from sources
believed to be reliable, but its accuracy and completeness are not guaranteed.
The implementation and maintenance of certain strategies and techniques in this brochure may require the advice of consultants
or professional advisors other than Wells Fargo or its affiliates.
Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo &
Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services
are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors
Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.