Investment Products That Can Help Finance Your Future

Everyone looks forward to a financially comfortable retirement. Prepare for your future with different types of investment accounts that offer a number of tax advantabes. Investing in mutual funds involves risk, including possible loss of principal.

  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs

There are many ways to invest in the stock market. One efficient approach is to buy into funds that hold a number of related stocks and financial instruments.

  • An affordable way to invest in stocks
  • Diversified portfolios reduce risk
  • Money managed by professionals

Investing in mutual funds involves risk, including possible loss of principal.

Not all investments originate with financial institutions. Insurance companies sell products that offer the potential for steady income and other potential benefits.

  • Fixed-income options
  • Some annuities allow investment choices
  • Tax-deferred benefits available

Some people prefer investments with guaranteed returns. Government and corporate-backed financial instruments are dependable sources of income.

  • Treasury bills
  • Municipal and corporate bonds
  • Potential tax benefits

Stock purchases offer the potential for significant investment returns. Experienced financial consultants can help you make good choices. Stock investing involves risk including loss of principal.

  • Income from dividends
  • Potential for capital appreciation
  • Easy to sell and maintain liquidity

You can acquire significant real estate holdings by pooling money with other investors. Become a part owner of apartment complexes, office buildings, hotels or other commercial properties. Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

  • Properties with high-quality tenants
  • Diversification through different types of properties
  • Benefit from tax-efficient income and capital preservation
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Securities offered through LPL Financial, member FINRA/SIPC. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Connecticut.