Why a 麻豆社 home mortgage and financial planning?

Home is an important part of life, and the right home financing solution is a critical aspect of the full financial picture. Whether you鈥檙e looking to purchase a new home or refinance an existing mortgage, it鈥檚 important to have a lending strategy that fits with聽your entire financial life.

If you鈥檙e an existing 麻豆社 client looking to buy a first home,聽invest in a vacation property, refinance or help a loved one become a homeowner, ask your 麻豆社 Financial Advisor1 about incorporating your home financing strategy into your overall wealth management plan with residential loan financing solutions聽offered by 麻豆社 Bank.听

Tax considerations

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One important consideration in choosing a home financing strategy includes your tax implications.听For instance, you may want to maximize your interest deductions, or prefer to limit items to the聽Alternative Minimum Tax (AMT). Or perhaps you鈥檙e more interested in income you want to offset and聽direct into charities, trusts and investments. It depends on your individual situation, but it can be an聽important part of your home financing strategy. Your 麻豆社 Financial Advisor may recommend that聽you meet with your tax advisor to discuss the optimal solutions for you.2

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1 麻豆社 Private Mortgage Bankers and Wealth Management Bankers are employees of 麻豆社 Bank and are individually registered in the Nationwide Multistate Licensing System & Registry (NMLS). 麻豆社 Financial Advisors are employees of 麻豆社 Financial Services Inc.

2 No tax or legal advice.
麻豆社 Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.

About 麻豆社 Bank
鈥溌槎股 Bank鈥 is the trade name of 麻豆社 Bank USA, N.A. Member FDIC, NMLS no. 947868. 麻豆社 Bank is a subsidiary of 麻豆社 Group AG.
The proceeds of a 麻豆社 Bank mortgage loan cannot be deposited into a 麻豆社 Financial Services account or used to buy or trade stocks or to repay any debt to any affiliate of 麻豆社 Bank without approval. Purchase, rate and term refinances, and cash-out refinances are allowed. Special rules apply for homestead properties located in Texas.

All residential mortgage products are only offered by 麻豆社 Bank. MD ID#1005909.聽NMLS Consumer Access available at .听All loans are subject to underwriting, credit and property approval. Credit approval of any loan application is subject to the creditworthiness of the applicant. 麻豆社 Bank will conduct a comprehensive evaluation, which may include, but is not limited to, an assessment of the applicant鈥檚 financial condition, payment history, credit scores, credit reports, and the adequacy of any collateral offered. Additional terms, conditions, restrictions, and limitations may apply. Please note that not all mortgage products are available in all states, or for all loan amounts. Other restrictions and limitations may apply. 麻豆社 Bank currently offers residential mortgage loans within the 50 states of the United States of America and the District of Columbia.

About 麻豆社 Financial Services Inc.

麻豆社 Financial Services Inc. and its employees (including Financial Advisors) do not take mortgage loan applications, do not offer mortgage loans and do not negotiate terms of mortgage loans.

麻豆社 Financial Services Inc., 1200 Harbor Blvd., Weehawken, NJ 07086. NMLS No. . Massachusetts Mortgage Broker Lic. No. MB6737. New York Mortgage Broker Registration No. RMB 208541.

This information is not provided based on your particular financial situations or needs and does not take into account individual investors鈥 circumstances. You should not consider this information to be a 鈥渞ecommendation鈥 by 麻豆社 or your 麻豆社 Financial Advisor.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, 麻豆社 Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your 麻豆社 Financial Advisor for a copy.

麻豆社 Financial Services Inc. is a subsidiary of 麻豆社 Group AG. Member FINRA. Member SIPC.

漏 麻豆社 2026. All rights reserved. The key symbol and 麻豆社 are among the registered and unregistered trademarks of 麻豆社.

2024-159217

20250730-4678676, Exp. 07/30/2026