By now you know — or at least, you should know — many of the great benefits of the Fixed Income Fund.
Aside from having higher interest rates than annuities, the Fixed Income Fund also provides the safety and security you deserve when it comes to your personal investments. That’s because our risk mitigation process is well-established and notable, there are never any investor or management fees, and your rates are guaranteed to never change throughout the duration of your note.
All of that brings us to one of the most notable, and perhaps one of the most overlooked, benefits of the Fixed Income Fund.
Flexibility.
Flexibility is one of the great strengths associated with our fixed income annuity device. When you choose to enroll in the Fixed Income Fund, you are making significant progress on the path toward financial security and peace of mind.
We have the ability to tailor a fixed income stream and strategy specifically for you. Here are some of the ways in which we can customize your investment plan to make it work for you.
Lifetime Annuities
Are you looking for lifetime income? We can do that.
One of the best features of our innovative investment strategy is the wide variation of maturities and rates available to those looking to earn for the long-term.
Lifetime annuities can be advantageous for a number of reasons, the most notable of which is that you don’t have to worry about outliving your savings. Lifetime annuities are able to provide stable, consistent income on a monthly basis throughout the duration of your life.
With the Fixed Income Fund, you can opt to make a 20 or 30-year investment — which carry our highest available rates, upwards of five percent — or we can customize a strategy for even longer if you so choose.
That way, you never have to worry about money coming in — all you need to do is make your initial investment, set up which bank account you’d like for your dividends, and reap the benefits of reliable monthly income for life.
Your peace of mind is further established by our policy of paying out the remaining returns to your family or designated beneficiary in the event that you pass away before your note matures.
Tax Advantages
Another great thing about the Fixed Income Fund is that it is flexible enough to be structured for significant tax-efficient income.
If you have an IRA or 401K that you use to make your initial investment, you don’t have to worry about paying taxes on the interest you received from the Fixed Income Fund. Rather, your tax is based on the distributions from your IRA account.
What makes the Fixed Income Fund so special is that you only pay taxes on what you actually receive — which is dramatically different from other investments which require you to pay taxes even if you don’t receive any payments.
What’s better is that your earnings are allowed to grow in a tax-free manner.
Furthermore, the Fixed Income Fund carries no investor fees, management fees, or transaction fees, meaning you see a larger portion of your returns than is possible with annuities, stocks, or bonds which not only carry hefty taxes but also unwieldy fees.
Turbo Charge Your Retirement
Are you looking to give your retirement savings a boost in the last few years before you retire? Then talk to us.
The Fixed Income Fund can do just that, no matter if you want to invest in a two year note to gain an edge when you retire at 65, or you want to get started 10 years ahead of time to compound your savings even further.
Another great feature about the Fixed Income Fund is that you have the ability to utilize your IRA, 401K, SEP, or other retirement accounts in order to make your principal investment. If you’re looking to grow your money much faster than it would be able to with those significantly lower interest rates, then the Fixed Income Fund is an option that is available.
Better yet, unlike bonds, stocks, and other securities, your investment value will never fluctuate. You can also choose to significantly increase your savings by allowing your monthly interest to compound rather than taking distributions each time.
Learn More
Flexibility, stable income, peace of mind. It’s time that you make the investment you deserve. It’s time you learn how to diversify your portfolio with minimal risk. And for goodness sake, stop throwing away your savings by paying those outrageous management and investor fees.
That’s what the power of a flexible, fixed income strategy can do for you. Whether you’re looking for a quick retirement boost or a lifetime annuity, the Fixed Income Fund can be customized to fit your needs.
If you’re ready to learn more, don’t hesitate to contact Tactical Wealth. All it takes is a few simple clicks to take a significant step toward financial bliss.
