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Life Stages: A guide to investing for retirement
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Retired |
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(Age: Mid-60's and older)
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Goal: Make your retirement plan last
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Risk Tolerance: Low
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You've worked hard to build your retirement assets. Now, you may need to keep a portion of those assets readily available without losing sight of the fact that your retirement could span 20-30 years. An increased income and money market emphasis can help you make the shift to meeting regular expenses with your retirement funds while reducing overall risk in your portfolio. A reasonable commitment to conservative stocks still may make sense.*
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Investing for retirement with Armada is easy. You can order an IRA kit, download a Traditional IRA Application, invest online right now, or call Armada Investor Services at 1-800-622-FUND (3863).
*This example is not intended as a recommended retirement portfolio. Please consider it an illustration of the dynamic process of balancing risk with potential reward with a diversified approach to long-term investing. Neither diversification nor asset allocation can guarantee a profit or prevent a loss.
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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
You should consider the investment objectives, risks,
charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with
this and other information about the Funds or may be obtained by contacting an
investment professional or by calling 1-800-622-FUND (3863.) Please read it
carefully before you invest or send money.
National City Investment
Management Company (IMC) serves as investment adviser to Armada Funds for which
it receives an investment advisory fee. Shares of Armada Funds are distributed
by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia,
PA 19406. PFD is not affiliated with IMC and is not a bank.
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