Tax-Advantaged Retirement Savings
For the right type of investor, investment-only variable annuities are a simple way to boost tax-deferred savings.
Is an Investment-Only Variable Annuity Right For You?
Why IOVAs? Because Americans are looking for ways to bolster their retirement savings.
Who may potentially benefit from investment-only variable annuities?
Investment Products & Strategies
- Mutual Funds and Retirement Savings
- Understanding Closed-End Funds
- Understanding Separately Managed Accounts
Your financial advisor 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.
1 Source: May 2017 Gallup poll.
2 Source: Employee Benefit Research Institute, March 2017.
3 Source: Social Security Administration.
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.
Equity investments generally provide an opportunity for more capital appreciation than fixed income investments, but they are subject to greater market fluctuations.
Diversification does not assure a profit or protect against market loss.
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.