We have a number of resources to help you make the best financial plan for your situation. These include:
Loss of a loved one
In Service rollover
How To Determine Your Investment Risk Profile
10 Legal Documents You NEED To Have Set Up In Addition To Your Will
What Money Should You Start Withdrawing First After I Retire?
What’s the Difference Between Term And Permanent Life Insurance?
This Is the #1 Concern People Have About Retirement”
The 4 Key Factors To Consider When Searching For A Financial Professional
- 401K Action Steps
- 9 Investment Pitfalls High Net-Worth Investors Should Avoid
- Peace of Mind Checklist
- The 25 Documents You Need in One Secure Place
Retirement Income Planning
- Example of retirement income projection
- Financial Planning Questionaire
- Video - Retirement Plan
- Social Security
- 5 Things retirees should know about social security
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
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There is a surrender charge imposed generally during the first 5 to 7 years that an investor owns a Variable Annuity contract. Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax. The guarantee of the annuity is backed by the financial strength of the underlying insurance company. Investment sub-account value will fluctuate with changes to market conditions.
Investors should consider the investment objectives, risks and charges and expenses of the fund carefully before investing. Investing in mutual funds is subject to risk and potential loss of principal. There is no assurance or certainty that any investment or strategy will be successful in meeting its objectives. The prospectus contains this and other information about the funds. Contact Mike Nielson at 6635 S. Dayton Street, Ste 300, Greenwood Village, Colorado 80111 United States or call us at 303 290-8600 or contact the fund directly to obtain a prospectus which should be read carefully before investing or sending money.