Call Us

If you have any questions regarding any of the content below, feel free to call us at (949) 862-1233.

Click on any PDF to read:


What you should know about Roth IRA conversions.pdf
What you need to know about QCDs.pdf
What to know when you inherit an IRA.pdf
What to know about required minimum distributions RMDs.pdf
Using Revenue Ruling 2002-62.pdf
Use of disclaimers in IRA beneficiary planning.pdf
Understanding your distribution options with your employer sponsored plan Roth account.pdf
Understanding Disclaimers.pdf
Understanding Custodial IRA Annuities.pdf
Understanding a grantor retained annuity trust GRAT.pdf
Transferring ownership by a bequest at death.pdf
Traditional and Roth IRA Overview.pdf
Stock redemption a business sale structure.pdf
Start early to save for retirement.pdf
Seven key ages of retirement planning.pdf
Saving for College Brochure-1.pdf
Roth IRA overview.pdf
Roth IRA Distribution Rules.pdf
Roth IRA Conversion Overview.pdf
RMDs in the year of death.pdf
RMD Entire Interest regulation.pdf
Revocable living trusts.pdf
Retirement Contributions At-a-Glance 2021.pdf
Retirement accounts inventory.pdf
Prohibited investments and transactions in IRAs.pdf
Pro-Rata Rule for after-tax money in an IRA.pdf
Preparing Your Child for College.pdf
Power of Attorney and your IRA.pdf
Portability.pdf
Planning as you near retirement.pdf
Outstanding loan in your employer-sponsored retirement plan.pdf
Net Unrealized Appreciation NUA.pdf
Learn about your retirement plan distribution options.pdf
Last Instructions For My Survivors.pdf
Key IRA Impacts of the 2020 CARES ACT.pdf
Joint Tenancy with Right of Survivorship.pdf
IRA bankruptcy and creditor protection.pdf
Inheriting an IRA as a Designated Beneficiary.pdf
Important information for charitable organizations regarding qualified charitable distributions.pdf
Important information for charitable organizations regarding qualified charitable distributions QCDs.pdf
How to start saving for retirement.pdf
How to help keep your retirement savings on track.pdf
How to correct excess IRA contributions.pdf
Guide for Successor Trustees.pdf
Guide for personal representatives.pdf
Gifting business interests during lifetime.pdf
Five Important Estate Planning Documents.pdf
Do you need to update your estate plan.pdf
Credit shelter trust.pdf
Considerations for a 10b5-1 Trading Plan.pdf
Comparing your IRA Choices 2021.pdf
Community Property.pdf
Common Questions Surrounding 529 Plan Distributions.pdf
Choosing Beneficiaries for Your Retirement Assets.pdf
Charitable Remainder Trusts.pdf
Calculating required minimum distributions  RMDs.pdf
Beneficiary Review Form.pdf
An introduction to college financial aid.pdf
Account Titling.pdf
A Guide to Individual Retirement Accounts.pdf
60-day rollover rule.pdf
529 savings plans.pdf
Your Role as an Afliate.pdf
What to Keep, Where to Store and When to Shred.pdf
What does it mean to be a Fiduciary.pdf
Understanding wash sales.pdf
Understanding Private Foundations.pdf
Understanding Employer Granted Stock Options.pdf
Transfer-on-death designations.pdf
The Financial Process of Divorce.pdf
Taxation of Master Limited Partnerships.pdf
Tax Treatment of Dividend Income.pdf
Tax Time Tips and Reminders.pdf
Tax Rules for Children.pdf
Tax Efficiency Checklist.pdf
Talk Money Before the Wedding Bells Ring.pdf
Services for Corporate Executives.pdf
Sale to intentionally defective trust.pdf
Retirement expense worksheet.pdf
Post Election Planning.pdf
Planning considerations for same-sex couples.pdf
PIM Product Guide.pdf
Navigating Divorce.pdf
Money Matters for the College Graduate-1.pdf
Medicare Taxes for Higher-Income Taxpayers.pdf
Managing the Wealth You've Accumulated in One Security.pdf
Managing the Wealth for Select Investors.pdf
Managing Capital Gains and Losses.pdf
Key Provisions of 2017 Tax Reform.pdf
Key person life insurance.pdf
Job Termination.pdf
Income Planning Worksheet.pdf
Global Manager Research Process.pdf
Gifting to Individuals.pdf
Getting your retirement right.pdf
Facing the Complexities of Medicare.pdf
Estate Planning Organizer.pdf
Dollar Cost Averaging.pdf
Disability Planning.pdf
Defining your goals.pdf
Charitable Giving Strategies.pdf
Buy-sell agreement.pdf
Are You Ready to Retire Checklist.pdf
An Overview of Special Needs Trusts.pdf
AMT and the Individual Investor.pdf
A Guide to Estate Settlement.pdf
2021 Tax Planning Tables brochure.pdf

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MN, MO, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX