The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Are there alternatives to variable annuities? Date:  4/21/1998  5:59 PM
Author:  amablaza Number:  2968 of 88520

Does anyone know of an "umbrella" investment vehicle that:
(1) will accept a lump sum contribution all at once;
(2) will accommodate self-directed stock portfolios;
(3) can keep its annual fees and charges to 1.5% or less;
(4) is targetted for accumulating retirement funds; and
(5) will receive tax-deferred treatment on its earnings?

I have ruled out variable annuities due to their high fees. I have also been told that variable annuity monies can only be invested in mutual funds. Is this true?
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us