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Mutual funds enable you to pool your money with other individual investors to purchase stocks, bonds or other assets. Together, you share the potential risks, rewards and expenses of whatever investment strategy you choose.
No matter what your investment goals are – whether saving for an emergency fund, a new home or retirement – mutual funds can may be an excellent addition to your portfolio.
People use variable annuities as a tax-advantaged way to save for retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.
You decide how your money grows in your variable annuity by allocating part of your premium payments to investment subaccounts. Your payout
depends on the terms of the variable annuity, the amount you put into it, the performance of the underlying investments and its expenses.
There are two types of individual retirement accounts (IRAs): traditional and Roth. A traditional IRA lets you make tax-deferred contributions to your account and you don’t pay taxes on any investment gains until you withdraw the funds in retirement. With a Roth IRA, you make after-tax contributions to your account. You do not pay taxes on investment gains and you withdraw funds tax-free during retirement, provided that certain conditions are met.
Each account has its own limitations as it relates to Modified Gross Income. For additional information seek advice form your tax or legal advisor. Neither Transamerica nor its agents or representatives may provide tax or legal advice. Consult and rely on your independent tax and legal advisors regarding your particular situation.
A 529 plan is a tax-advantaged way to save for a child's college education. It can also be used to save for K-12 private-school tuition. There are two types of 529 plans: college savings plans and prepaid tuition plans. These plans are administered by the states, and there is also a 529 plan operated by a group of private colleges and universities.
A properly licensed and appointed TFA representative offers clients the power of choice by representing well-known providers and a variety of products to help clients based on their needs. These providers include:
REACH OUT TO A TFA REGISTERED REPRESENTATIVE OR INVESTMENT ADVISOR REPRESENTATIVE WHO CAN HELP YOU.