Wells Fargo Annuities Fees

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 annuities fees.

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

You can avoid this fee with one of the following as of june 30 for all accounts in your wellstrade household. Guaranteed lifetime income with an annuity. Be sure you read the prospectus carefully and understand all the charges and fees of the variable annuity you are considering before you invest. Wells fargo advisors can offer brokerage and investment advisory account services because we are registered as both a broker dealer and an investment advisor.

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. A variable annuity may be a good choice if you are looking for growth potential and could benefit from tax deferred earnings. 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.

Consult your tax advisor about possible tax implications. Discussions with retirement professionals may lead to a referral to affiliates including wells fargo bank n a. May include surrender penalties for early withdrawal. You are leaving the wells fargo website.

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. 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. Fees from non wells fargo atm owner operator may apply unless waived by the terms of your account. Potential tax penalties for withdrawals before age 59 1 2.

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. Guaranteed lifetime income and tax deferred savings. 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. These payments are in addition to the sales charges disclosed in the fee tables found in the prospectuses of the mutual funds of these fund families and wells fargo funds.

Charges and fees also differ by variable annuity.