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srsLiveWellSM Mutual Fund IRA

Holding Costs Down To Benefit Your Retirement

Especially in today's challenging economy, keeping investment costs in line can be critical to helping your retirement savings reach its fullest growth potential.

That's why Sammons Retirement SolutionsSM Inc. (SRSISM) set up this innovative IRA. With only a recordkeeping fee* and standard mutual fund charges, you won't need to worry about other nagging fees eating into your potential returns: 

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WHY WAIT?

Talk to your financial professional to set up your LiveWell Mutual Fund IRA today.

*The recordkeeping fee is compensation for administering, reporting and maintaining a history of IRA owner activities. Management services are not provided and no management fee is charged.

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Investing in mutual funds involves risk, including potential loss of investment. You should consider the fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus and/or summary prospectus contains this and other information. You may contact your financial professional or call 866.747.3421 to obtain a current fund prospectus. Please read it carefully.

You should also consider the expenses of the IRA program before investing. You must receive a fund prospectus and the LiveWellSM Mutual Fund IRA disclosure form before investing.

IRAs are considered a long-term investment. Withdrawals from a Traditional or SEP IRA are generally subject to income taxes and if taken before age 59½, may be subject to an additional 10% IRS tax penalty. Withdrawals from a Roth IRA are generally not subject to income tax provided certain requirements are met. Information on Traditional, Roth and SEP IRAs is available in the LiveWellSM Mutual Fund IRA disclosure.

UMB Bank n.a. is the custodian for the LiveWellSM Mutual Fund IRA program. The mutual funds offered through the LiveWellSM Mutual Fund IRA are made available through Sammons Financial NetworkSM LLC, member FINRA, 4546 Corporate Drive, Suite 100, West Des Moines, IA 50266. Information about the LiveWellSM Mutual Fund IRA and the funds can be obtained by calling 866-747-3421. UMB Bank n.a. is not an affiliate of Sammons Retirement SolutionsSM Inc.

Mutual funds are not bank deposits, and are not insured by the FDIC, NCUA, or other regulatory agencies. They are not obligations of or guaranteed by the financial institution or other affiliated entities, and are not a condition of a loan. These products are subject to market risks and may lose value, including loss of principal.

Transparent Value, LLC is an affiliate of Guggenheim Partners, LLC which is an affiliate of Sammons Enterprises, Inc., the parent company of Midland National Life® Insurance Company and Sammons Retirement SolutionsSM Inc.