Wells Fargo Annuities Fees

You can avoid this fee with one of the following as of june 30 for all accounts in your wellstrade household.

Wells fargo annuities 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. Wfcs and its associates may receive. Consult your tax advisor about possible tax implications. 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.

Wells fargo advisors can offer brokerage and investment advisory account services because we are registered as both a broker dealer and an investment advisor. A variable annuity may be a good choice if you are looking for growth potential and could benefit from tax deferred earnings. May include surrender penalties for early withdrawal. 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.

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. Variable annuities let you choose from a variety of investment alternatives called subaccounts which are professionally managed and invest in stocks bonds and or other investments. Wells fargo company and. Potential tax penalties for withdrawals before age 59 1 2.

Discussions with retirement professionals may lead to a referral to affiliates including wells fargo bank n a. Fees from non wells fargo atm owner operator may apply unless waived by the terms of your account. Enrollment in only electronic delivery for statements trade confirmations other documents and shareholder communications excluding tax documents 1099s 4. Learn more about variable annuity charges and fees.

Be sure you read the prospectus carefully and understand all the charges and fees of the variable annuity you are considering before you invest. Charges and fees also differ by variable annuity. Wells fargo advisors is a trade name used by wfcs and wells fargo advisors financial network llc members sipc separate registered broker dealers. Guaranteed lifetime income and tax deferred savings.

You are leaving the wells fargo website. Guaranteed lifetime income with an annuity. 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.

Household annual fee 3 or ira custodial fee 3 for ira only households 30 per household.