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Life Stages: A guide to investing for retirement

Soon to Retire

(Ages: 50's to 60's)
Goal: Rebalance contributions to your retirement plan
Risk Tolerance: Moderate/Low
If you are nearing retirement you probably shouldn’t take big chances that could lead to assets declining significantly in value. The main focus of your portfolio is still likely to be growth of capital but with increasing emphasis on conservative stocks and continued, gradual progression toward bond and money fund investments for the stability of regular, current income and the relative safety.*

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).

 

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  Types of Accounts
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  PlanWorks Select ®
  Armada's Employer-Sponsored Plans
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*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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