LATEST ISSUE FEBRUARY 2019

Three Tax-Friendly Strategies for Charitable Giving

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Investing for Tax-Favored Income

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Safeguard These Records in Case of Emergency

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Getting the Financing Your Business Needs

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2019 Retirement Plan Limits

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January 2019 Market Recap

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UnionBanc Investment Services, LLC is making this article/advertisement available for general informational purposes only and it should not be considered an individualized recommendation or personalized investment advice. The types of securities mentioned may not be suitable for everyone. Each investor needs to review each security transaction with respect to his or his or her own particular situation. Consult your attorney or tax advisor prior to investing.

DST Systems, Inc. is not affiliated with UnionBanc Investment Services, LLC or MUFG Union Bank, N.A.

UnionBanc Investment Services, LLC, is a registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. and UnionBanc Insurance Services is a division of MUFG Union Bank, N.A. (CA Insurance License #0817733), having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. Non-deposit investment and insurance products: Are NOT insured by the FDIC or by any other federal government agency • Are NOT Bank Deposits or other obligations of, or guaranteed by, the Bank or any Bank Affiliate • Are subject to investment risk, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.

Article - © 2019 DST Systems Inc. All rights reserved.
Entire publication - © 2019 MUFG Union Bank, N.A. All rights reserved.