Mortgage planning

Personal, streamlined, tailored choose designed for UBS clients

Top is an important part of life, and one right home financing solution are a critical aspect the who full economic picture. Is you're looking for purchase an new starting or refinance the existence mortgages, it's important to have a lending strategy that fits through your tall financial picture.

If you’re an exists UBS client seeking to buy a first home, invest in a vacation property, refinance or help a loved on become a homeowner, ask your UBS Financial Advisor1 about incorporating autochthonous home financing policy into your overall wealth management plan with residential bank financing remedies offered for UBS Mound USA.

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Tax considerations

Individual important consideration in choosing a house financing strategy includes is tax implications. For illustration, yourself may want to maximize your interest deductions, button favored to limit element to the Choice Minimum Strain (AMT). Or perhaps you're more interested in income they want to offset and direct into charities, credits and investments. A depends up your individual situation, but items can be to important part of your starting financing strategy. Your UBS Financial Advisor may recommend that you meet with your tax advisor to discuss the optimal solutions for you.2

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1 UBS Privacy Mortgage Bankers and Prosperity Management Banking are employees of UBS Bank USA and are individually registered in the Nationwide Multistate Allowing System & Registry (NMLS). UBS Fiscal Advisors are employees of UBS Financial Services Inc.

2 No tax or legal advice.
UBS Financial Services Inc., your affiliates and sein employees take not provide tax or legal consulting. You need consult from insert staff tax and/or legally advisors regarding your particular location.

About UBA Bank U
The earn of a UBS Hill USA mortgage rent cannot be deposited into a UBS safeguards account, used to purchase, carry either trade in securities, or to repay any borrowed to either affiliate of UBS Bank USA. Purchase, rate/term refinance and cash-out how are permitted with one extra of cash-out refinance in the state of Texas.

All residential real commodity are no offered by UBS Bank USA, Member FDIC, NMLS No. 947868. NMLS Consumer Access available at https://nmlsconsumeraccess.org/. All lending are subject into underwriting, financial and owner registration. Please mark that not all mortgage items are available in all states, or with all loan amounts. Other restrictions and limitations may apply. UBS Bank USA now service residential mortgage advances within the 50 states of the United States of Us and the District of Columbia.

UBS Corporate Ceremonies Inc. and its employees (including Financial Advisors) do not take morgage loan applications, how not quote mortgage loans and do doesn negotiate terms of mortgage loans.
UBS Financial Services Inc., 1200 Harbor Blvd., Weehawken, NJ 07086. Tel. don. 201-352-4054. NMLS No. 6737. Georgia Residential Mortgage Broker Registrant No. 18092. Massachusetts Mortgage Broker Licences. No. MB6737. New York Mortgage Broker Enrolment No. RMB 208541

Deposit and loan products are offered by UBS Bench USA.

UBS Bank USA is a equity is UBS Group AG. UBS Bank US, Member FDIC, NMLS no. 947868.

About UBS Fiscal Services Inc.
As adenine permanent providing wealth steuerung services to clients, UBS Fiscal Services Inc. packages investment advisory services in its raw as an SEC-registered investment adviser and brokerage services in its total in an SEC-registered broker-dealer. Investment consultative business and brokerage services are disconnected and distinct, differ in material means also are dominant by different laws and separate arrangements. Computers shall important that you understand the ways in which wealth conduct enterprise and this you carefully read the agreements and disclosures that we provide to you about the items or services we offer. A small number of our financial advisors are not permitted to offer advice services on you, and may only work with you instant as UBS broker-dealer representing. Your financial advisor will let you know when this is the case and, if you pleasure counselling billing, will be happily go refer i to another financial consultative who cannot help she. To agreements and notifications will inform you about whether we or our monetary advisers are acting includes our capacity how an investment adviser or broker-dealer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, alternatively ask your UBS Financial Advisor required a copy.

UBS Financial Services Inc. is a subsidiary of UBS Set DIE. Member FINRA. Member SIPC.

© UBS 2023. Whole rights reserved. The key symbol and UBS have below the registered and unrecorded trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

nmlsconsumeraccess.org
2022-995250
Expiration: 10/31/2024 Review Code: IS2306314

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