Staci Mills, CERTIFIED FINANCIAL PLANNER TM Professional, Financial Advisor, of the 282 Group of Wells Fargo Advisors, discusses the investment planning for 2nd quarter 2023.
Contact us at 704-553-6374, angela.gonzalez@wfa.com, or https://fa.wellsfargoadvisors.com/the-282-group/
Opinions expressed in this report are those of the author(s) and are not necessarily those of Wells Fargo Advisors or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
1 Distributions are qualified when a designated Roth account has been funded for more than five years and the employee is age 591⁄2, or disabled, or taken by their beneficiaries after the employee’s death.
Wells Fargo & Company and its affiliates do not provide legal or tax 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.
This article was written by Wells Fargo Advisors and provided courtesy of Staci Mills, CERTIFIED FINANCIAL PLANNER TM Professional | Financial Advisor in Charlotte, NC at 704.571.7159.
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