2020 Year-End Planning Guide

In this tumultuous year, getting the right guidance to keep your financial plan on track has never been more important


Take back control of 2020

This time every year is important for tax planning. But saying 2020 is different is obviously an understatement. It’s been a year of unprecedented economic, political, and global uncertainty, and personalized guidance from experienced wealth management advisors has never been more critical. Plus, with key financial dates and deadlines looming, now’s the last chance for you to review your options, make decisions, and implement strategies that can help positively impact your financial plan. Wells Fargo Private Bank can help.

With our 2020 Year-End Planning Guide, you’ll get strategies and timely insights on:

  • The impact of potential tax changes in an election year
  • Market volatility and considerations for business owners and real estate investors
  • Wealth transfer planning opportunities in a low interest rate environment
  • The continued impact of the CARES Act
  • Changes to retirement planning resulting from the SECURE Act

Also in the guide is a checklist with important considerations and deadlines for October, November, and December—including when to sell assets to recognize gains, harvest any capital losses, make charitable or personal gifts, and more.

About The Private Bank

Your story is unlike anyone else’s; where you come from, the plans you have, the future you hope to create, are all uniquely yours. For decades, we’ve been asking the questions and having the conversations that uncover the ever-changing complexities and values that impact the story of your wealth. Assembling a team that’s attuned to the mix of expertise you need, we’ll create a plan that puts personalized solutions to work, evolving with you every step of the way, from one extraordinary moment to the next.


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