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Each category has its own unique set of tax rules and allowances.
Learn more about the potential of each type.
One or a combination of both types might be able
to help you save for your retirement and future income needs.
what might be suitable
in fixed-rate guarantees with tax deferred growth and no principal risk.
Offset the cost of higher education with tax advantages
& high contribution limits of a 529.
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Mutual Fund Companies
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Copyright © 1998 Fielder Financial Management, Ltd.
All Rights Reserved.
Legal Disclosure: Securities
offered through Fortune Financial Services, Inc., member FINRA, SIPC. Check the background of
this Investment Professional at FINRA's Broker Check. Fielder Financial Management, Ltd. not affiliated with
Fortune Financial Services, Inc., Mark Fielder, Financial Professional, CA. Insurance Lic. # 0690576. The following forums and related discussions are not meant as legal advice. The
descriptions of the investment strategies, concepts and products as represented are
generalized. The information provided highlights our understanding of the current tax
laws. Tax laws will and do change. Please consult with your own tax advisor.
Throughout this site the navigator will find references to "variable" type
products. A variable product is a security. Securities
are offered by a prospectus only. For more complete information about variable
annuities, mutual funds and variable life, including charges and expenses, obtain a
prospectus by calling 1-800-480-7526. Read it carefully before you invest
or send money. Investment return in a security is NOT guaranteed. Principal value of an
investment in a security WILL fluctuate and, when redeemed, may be worth more or less than
the original cost basis. These programs are NOT government-insured plans. Some
products and services may not be available in all states. See Client
Relationship Summary; available for download