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If you’re seeking additional tax-deferred savings before retirement or if you’ve maxed out your 401(k) plan or Individual Retirement Account (IRA), consider how an annuity offered by Wells Fargo Advisors can provide you a guaranteed, steady income stream for life. Want to know more? Learn more about annuities. If you’re also looking for a reliable, consistent monthly income stream in retirement, learn more about guaranteed lifetime income with an annuity.
An annuity with guaranteed lifetime income can offer benefits that are unique against other retirement savings vehicles. Among them: additional security during retirement, dependable supplemental income, inflation protection and portfolio diversification. Find out if a tax-deferred annuity is right for you.
When it comes to any retirement product, it’s important to get your facts straight. There are plenty of myths about annuities: Some say they’re too expensive or for only certain types of investors.
You’ll have more questions, and we’re ready with answers. Check our FAQ first, and for more detail, contact one of our Wells Fargo retirement advisors.
Call us 1-866-246-5056
If you think a tax-deferred annuity is right for you, learn more about the various types of annuities available. To learn more, review this helpful annuity comparison and discuss with a Wells Fargo retirement advisor.
Withdrawals of earnings are subject to ordinary income tax. In addition, a federal 10% penalty may apply to withdrawals taken prior to age 59½ and surrender charges generally apply.
Each annuity feature may incur additional cost.
Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk.
Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying investment choices.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and 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 tax return is filed.
Retirement Professionals are registered representatives of and offer brokerage products through Wells Fargo Clearing Services, LLC (WFCS). Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. WFCS and its associates may receive a financial or other benefit for this referral. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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