Overview

Want to invest for your retirement? Where can you find exceptional investments with 10% or more annual average return for 3 years or 5 years? Fact: As of 6/1/18, 17 investments 12.80% 3 year average return. The book is written for anyone wanting to build a wealth of savings for retirement years. This can best be accomplished with investments that have verifiable records of long-term gains (money tree). But, they have to be found and placed into your financial portfolio. Retirement Investments 101: Mutual Funds provides comprehensive data of successful mutual funds with factual data of performance for 5 years (2013 thru 2017). The average 5-year return for 23 equity stock mutual funds is 15.15%, 75.75% accumulated. The average 5-year return for 10 bond mutual funds is 4.00%, 20.00% accumulated. There are 33 exclusive and in-depth mutual fund reports of performances, gains & losses since inception, distributions of income/capital gains, and annual returns. All data was collected, analyzed and reported as of the market close of December 29, 2017. The mutual funds are open to anyone and can be purchased for an individual account or Individual Retirement Account. Investment facts are provided from extensive research and the author does not give legal or tax advice. Further, he does not sell nor receives any compensation from any mutual fund. You, the reader, make the decision of what investment you want to purchase. Year-to-date performance is posted on www.largedividends.com/performance.html

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9780692111666

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King Kovacs is the founder of Mutual Interest Data Service, Ltd. (www.largedividends.com)established in 1999. Being the author of Retirement Investments 101: Mutual Funds and Retirement Planning & Investing he was recently interviewed on NewRetirement.com and has written investment articles on Ezine.com. Previously, he was the Circulation Manager for several national trade magazines at the same time. He graduated with a Business Administration degree at Rider University in Lawrence, New Jersey.

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