Unit investment trust (UIT)

Important information:

* The income from bonds within a nontaxable bond UIT is generally federal tax-free. However, activity inside the trust portfolio, including liquidations from other unitholders, may cause early returns of principal distributed to the client. Some or all of the trust’s income and any principal distributions may be reclassified as taxable income or taxable capital gain distributions. This reclassification will be disclosed on the client’s year-end tax documents. Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.