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Planning projections are based on past performance, which is not a guarantee of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Clients should consult with their personal tax advisors regarding the tax consequences of investing. 

Planning projections, in connection with investing in any Non-Deposit investment products are not FDIC insured, not bank guaranteed and may lose value.