In My Book: Services
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Financial PlanningA Registered Investment Adviser ** firm and a Financial Planning Association Alliance firm, First Command develops and delivers comprehensive financial plans to assist servicemembers, federal employees and their families in their efforts to get their financial lives squared away.
Retirement PlanningA company retirement plan, such as a pension plan, in which a retired employee receives a specific amount based on salary history and years of service, and in which the employer bears the investment risk.
AnnuitiesA type of annuity that allows for the investment of assets in various portfolios of stocks, bonds and cash. The return on assets is not guaranteed as in a fixed annuity, but will fluctuate in value over time, reflecting the performance of the investment portfolios chosen. Variable annuities provide a death benefit, meaning that if the annuity holder dies before the insurer begins making payments, the beneficiary is guaranteed to receive a specified amount — typically at least the amount of the purchase payment or premiums. Variable annuities are also tax-deferred, meaning that the annuity holder pays no taxes on the income and investment gains from the annuity until withdrawals begin.
Long Term CareA type of insurance designed to help pay for services that provide assistance with specific Activities of Daily Living a person cannot perform by himself or herself. These services may be provided in an assisted living facility, nursing home, adult day care center or private home.
Asset ManagementIs designed to maintain the asset allocation and diversification that align with an investor’s tolerance for risk and expectations for returns. As market conditions change over time, assets may be sold from funds that exceed their recommended allocation, with the proceeds used to purchase funds that have dropped below their recommended allocation.
College Funding*Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary's home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state's plan. Please read the Plan's Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at 800-443-2104 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.
Investment ManagementA pool of money invested by a company on behalf of individuals and institutions who share common financial goals. The fund’s managers may invest in stocks, bonds, cash or some combination to meet the fund’s stated objectives. Generally recommended as long-term investments, mutual funds offer a convenient way to gain access to professional investment management, diversify one’s portfolio and enjoy the wealth-building potential of compound earnings on one’s investment.
Mutual FundsFrom transactions with us or with companies through which we provide you products and services. For example, account balances, holdings, and history (bank, mutual fund, annuity, etc.); insurance coverages, limits, rates, beneficiaries, and claims history.
Roth IRATransfers out allowed from eligible employer plans, traditional IRAs and Roth IRAs (must pay taxes on pre-tax amount)
Tax DeductionsIndividual Retirement Accounts — in “Traditional” and “Roth” flavors — are two common types of investment vehicles with particular tax advantages. A Traditional IRA offers the immediate benefit of tax-deductible contributions if you meet certain eligibility requirements, plus the long-term benefit of a tax deferral on earnings, meaning that you pay no taxes on earnings until you begin withdrawals, usually after you retire and when you may be in a lower tax bracket. A Roth IRA provides no tax deduction for contributions, but if you meet certain requirements, all earnings are tax-free when you or a beneficiary withdraw them.
Capital Gains TaxesOn the sale of an investment are incurred on the amount by which the investment’s selling price exceeds its initial purchase price. A capital gain may be short-term (one year or less) or long-term (more than one year). Long-term capital gains are generally taxed at a lower rate in order to encourage investment in the economy.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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