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research,as that term is defined by applicable regulations. to footnote reference 1
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and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.Citi Personal Wealth Management is a business of Citigroup CGMI
), member . Citigroup Life Agency LLC (CLA
) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated under the common control of Citigroup
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