TAX-DEFERRED MUTUAL FUNDS

What if a major mutual fund family, say Fidelity, offered a special class of funds which was tax-deferred? Using this class of funds you could put together a tax-deferred portfolio of funds however you wanted, trade whenever you wanted, hold money market funds whenever you wanted - all for $20 a month.

Sounds interesting, doesn't it?

Well, Fidelity hasn't done it, but a flat-rate annuity company has. Now for $20 a month, you can choose from among 250 well-known mutual funds, trade whenever you want - all tax-deferred.

Some of the fund families represented are: Fidelity, Vanguard, Rydex, T. Rowe Price, Janus, First Eagle, Royce, PIMCO, AIM, Federated, Templeton, Lazard and dozens more.

We use this product for many of our clients who want to avoid the hassle of 1099's and the complex tax issues of mutual fund investing. We are happy to share our information with you, even if you're going to manage your own portfolio of funds. Just send us your mailing instructions and we'll ship an information kit to you right away - our compliments.



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P.S. This product not available to Ohio residents.