401KIRA (Individual Retirement Account)

An IRA can help an individual save for retirement on a tax-advantage basis, and less taxes means more money for retirement. There are Traditional IRA’s and Roth IRA’s, as well as many ways to invest your IRA contribution, including stocks, bonds, mutual funds and more. Choose the right IRA and the appropriate investment vehicle is important.

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Tax-deferred annuities permit an individual to invest long-term without having to pay income taxes on the growth of the asset, and in the right circumstances an annuity can be an important retirement planning vehicle. There are several kinds of annuities – fixed, variable and indexed. It’s important to pick the one that fits your circumstances and risk tolerance.

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mutual-fundsMutual Funds:

A mutual fund is an investment vehicle consisting of a pool of money contributed from other investors in order to invest in stocks, bonds and money market accounts. Mutual funds are categorized by the types of stocks and bonds they invest in. The value of a mutual fund will fluctuate daily with the value of the underlying securities. Like all investments, it is important to choose a mutual fund that fits your circumstances and risk profile.

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