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WHAT IS A MUTUAL FUND IRA?

IRA stands for "Individual Retirement Account," a retirement program you can set up for yourself.

According to investopedia.com, one of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds, and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital.

Click here to watch our short video about the LiveWell® Mutual Fund IRA!

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Whether you're retiring, changing jobs, or simply looking to consolidate plans, you have choices. In some cases, it may be beneficial to leave your money in your current retirement plan. With the help of your adviser, you may also want to consider rolling assets into your new employer's plan, installments or annuity payments (if available), or rolling assets into an IRA. One option to save time and money is the LiveWell® Mutual Fund IRA.

SIMPLE • INNOVATIVE • STRAIGHTFORWARD

With a contribution as low as $10,000, you have access to:

  • More than 150 investment options from 25+ fund managers in one convenient program
  • Freedom to change your mind
  • Reallocate and rebalance1 any time at no charge
  • No upfront fees*—ALL of your assets go to work for you day one
  • No back-end fees*
  • When it's time to access funds, you can easily take withdrawals at no charge

While many other companies charge you to either set up your account or to take withdrawals, Sammons Retirement Solutions® Inc. charges one recordkeeping fee, plus standard fund expenses.*

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.

*For a complete listing of all applicable fees and expenses, please click here.

1 Excessive Trading Policy: more than one "round trip" involving the same investment option within a 60-calendar-day period is considered excessive trading. Please review the Disclosure Statement & Custodial Account Agreement of the LiveWell® Mutual Fund IRA Series booklet.

TO FIND OUT MORE, CONTACT YOUR FINANCIAL PROFESSIONAL TODAY!

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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 contain 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.

Securities distributed by Sammons Financial Network® LLC, member FINRA. Sammons Retirement Solutions® Inc. provides administrative services. Sammons Financial Network® LLC and Sammons Retirement Solutions are affiliated companies and indirect wholly owned subsidiaries of Sammons Enterprises, Inc. of Dallas, Texas.

Please click here to view important product-specific disclosures for the LiveWell® Mutual Fund IRA.

NOT FDIC/NCUA INSURED, MAY LOSE VALUE, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL AGENCY