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The information and opinions in this report were prepared by Abbot Downing and the Wells Fargo Wealth Planning Center (WPC), part of Wells Fargo Bank, N.A. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Abbot Downing and the WPC’s opinions as of the date of this report and are for general information and educational purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy, or a recommendation for any security. Abbot Downing and the WPC do 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.
Wells Fargo & Company and its affiliates do not provide legal advice. Wells Fargo Advisors is not a tax or legal advisor. Please consult your tax or 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. The implementation and maintenance of certain strategies and techniques in this presentation may require the advice of consultants or professional advisors other than Wells Fargo.
This information is provided for educational and illustrative purposes only.