FUND PERFORMANCE TEST
Both mutual funds and the variable annuity invest in market securities. As a market security, the value of your investment is not guaranteed, and your account value can fluctuate. One of the reasons mutual funds are so popular is because they give investors built-in diversification and professional management. While there are literally thousands of different kinds of stocks and bonds, most mutual fund and variable annuities offer investors a choice of funds from among four different categories. As defined by FINRA, those four fund categories are as follows:- Stock funds that invest in stocks.
- Bond funds that invest in bonds.
- Balanced funds that invest in a combination of stocks and bonds.
- Money market funds that invest in short-term investments sometimes called “cash equivalents.”
jim kroll
i want to withdraw the earnings from any product i decide to buy for $250,000, on a monthly or yearly basis. i don’t need a guaranteed monthly distribution. i do want the highest yeild to risk ratio. can you advise.
thank you,
jim kroll
Annuity Gator
Hi Jim– Thank you for your message.
Before making any financial decision, it is best that you look at many opinions and see which of those options exactly match your financial needs. We can help you see what would be best for you in your situation. In order to best support you, we would need some additional information from you. Rather than sending the info back and forth via email, it would be best to discuss it by phone. Please feel free to contact us directly, toll-free, at (888) 440-2468 to chat with one of our annuity specialists or visit http://annuitygator.com/contact/
We look forward to hearing from you.
Best,
Annuity Gator