Mutual Funds and Retirement Savings
Among the biggest advantages of investing in mutual funds are their flexibility, ease and wide range of options.
Mutual Funds: A Core Solution for Retirement Investing
Income and more
- The Cost of Timing the Market
- The Elements of Investing
- Tax Wise: Taking Advantage of Tax-Deferred Investment Options
- Making Your Retirement Savings Last
Investment Products & Strategies
An overview of investing in mutual funds to save for retirement, what you should know before investing, and the investment options available to you.
Your financial professional can help you develop a long-term investment plan with a balance of strategies that addresses your need for portfolio growth, income, capital preservation and risk management.
All investments involve risk, including possible loss of principal. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges.
All investments involve risk, including possible loss of principal. Equity investments generally provide an opportunity for more capital appreciation than fixed income investments, but they are subject to greater market fluctuations. A municipal bond fund investor may be subject to the federal Alternative Minimum Tax, and state and local taxes may apply. Capital gains, if any, are fully taxable. Fixed income securities involve interest rate, credit, inflation and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Equity securities are subject to price fluctuation and possible loss of principal.
Diversification does not assure a profit or protect against market loss.
Dividends may fluctuate and a company may reduce or eliminate its dividend at any time. While dividends may cushion returns in down markets, investments are still subject to loss of the principal amount invested.
Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.