The Advisor - December 2012

IMPORTANT NEWS FOR YOUR FINANCIAL AND PERSONAL FUTURE

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Types of 403(b)(7) Mutual Fund FEES


TIP:

Not sure what kind of product you have? Check the name of the investment on your statement. If the vendorname includes “Insurance or Annuity” you may have a variable or fixed annuity. If it says 403(b)(7) custodial account,you have a mutual fund. You can also check the 403bcompare.com website, which contains detailed information onall products offered to educators in the State of California.