With the July SoloDB plan, you and your investment advisor have the freedom to choose the investment portfolio that is right for you.  Your advisor will help you select from a wide choice of mutual fund investment options, including funds from top money managers.

Because you will have substantial tax savings and your time frame to retirement is likely to be less than 15 years, investments that minimize volatility are often recommended for defined benefit plans. The closer you are to retiring, the more likely you are to choose investments that minimize risk. You will work with your investment advisor to choose the best strategy for you.

Through our mutual fund family and trading partners, we make available an extensive list of mutual funds covering every major asset category and investment style. Below are some of the fund families available.