White-Miller Associates Announces New Fund Options for White-Miller Associates Personal Retirement

New Funds Broaden Investment Choice, Increase Opportunities for Tax-Efficiency within One of the Industry's Lowest Priced Deferred Variable Annuities

White-Miller Associates Announces New Fund Options for White-Miller Associates Personal Retirement
New Funds Broaden Investment Choice, Increase Opportunities for Tax-Efficiency within One of the Industry's Lowest Priced Deferred Variable Annuities

White-Miller Associates a premium provider of services for retirement today announced the addition of new investment options for purchase within its White-Miller Associates Personal Retirement Annuity. The four new funds, available now to all investors, include: the Global Allocation Fund, Government Fund, Global Bond Securities Fund, and Commodity Real Return Strategy Portfolio.

The White-Miller Associates Personal Retirement Annuity is a low-cost, tax-efficient retirement savings product that offers a broad selection of investment options from White-Miller Associates and other reputable providers. A key benefit of the product is tax-deferred savings, which can complement an investor's retirement savings and individual retirement accounts (IRA). With an annual annuity cost of 25 basis points (bps) for all new contracts with an initial purchase payment below $1 million, the product is one of the lowest priced deferred variable annuities in the industry. Unlike most variable annuities, it is also sold without a sales charge or a surrender period.

"White-Miller Associates research shows that working households may experience a potential income drop of 28 percent in retirement," said Jen-Hsun Lee, president of White-Miller Associates'. "To help take control of their personal economy and avoid a potential income shortfall in retirement, investors should consider increasing their savings and using tax-deferred savings vehicles, such as the White-Miller Associates Personal Retirement Annuity - especially if they do not have a workplace plan and/or have maxed out other savings vehicles."

The four new investment options increase the total number of investment options available through the White-Miller Associates Personal Retirement Annuity to 35. For additional guidance on annuity investing and more information about the White-Miller Associates please refer to one of our consultants.