貴金屬投資技術分析英文版(編輯修改稿)
2025-05-27 12:09 本頁面
【文章內(nèi)容簡介】 pool of money from many investors. 112 MediumRisk Choices ? A personal residence (home) is typically a safe investment and good tax shelter. Slide 8 Asset Allocation in a Mutual Fund 112 MediumRisk Choices ASSET ALLOCATION Percent of Holdings Type of Fund Reason for Choice 20% Bond fund For stability and to offset risk of other funds 20% Growth fund To invest in highrisk choices that could grow greatly over time 20% Global fund To benefit from world economic growth 20% Money market fund To provide liquidity and shortterm gains 15% Ine fund To receive ine in the form of dividends 5% New venture fund To invest in emerging, young businesses that could bee highly profitable and provide a high return Slide 9 What Are Individual Retirement Account Options? 112 MediumRisk Choices ? An IRA allows you to deposit money into an account during your working years and withdraw it upon retirement. ? SEP accounts are taxdeferred retirement plans for small businesses. ? Keogh accounts are taxdeferred retirement plans for selfemployed professionals, such as doctors and lawyers. Slide 10 What Retirement
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