- AGENTS
- Estate
- TIC
- Loan
- Trust
- CRT
- Living Trust &Asset Protection
- Investments
- Insurance
- Financial Plans
- Cost Segregation
- Credit Score
- SCF Securities, Inc.
- Fainanshalprannarz society in Japan
- International Traveler's Insurance
- Notary Public
- Reavans Affiliated Company
- Loan Simulaion
（Payment amount） - Loan Simulaion
（Loan amount）
Investments
It is a guide of the investment plan to handle in REAVANS. Please feel free to inquire when questioning and hoping.
Comparison
・Handling investment plan
- Variable Annuity*
-
*1*2 Depends on affordability of each Insurance companyFeatures Invest in Equity, Bonds market, Guaranteed Death Benefit*1, Principal*2,IRA Term Long Min. Investment $100 per month
- Fixed Annuity
-
*1*2 Depends on affordability of each Insurance companyFeatures Guaranteed Fixed interest, Death Benefit*1, Principal*2,IRA Term Long Min. Investment $1,000 per month
- Mutual Fund*
-
Features Equity,Bonds,Treasuries, Principal not guaranteed,IRA Term Short, Mid, Long Min. Investment $50 per month
- ROTH IRA*
-
Features For Individual, No Income Tax deduction Term Long Min. Investment $50 per month
- TRADITIONAL IRA*
-
Features For Individual, Income Tax deduction Term Long Min. Investment $50 per month
- SEP IRA・SIMPLE IRA*
-
*2-10% penalty applied when withdrawn before 59 1/2 of ageFeatures For Business, Income Tax deduction may be allowed, and penalty on early withdrawal for certain age*2 Term Long Min. Investment $50 per month
- UNI-K PLAN*
-
*2-10% penalty applied when withdrawn before 59 1/2 of ageFeatures for Self-Employed, Income Tax deduction may be allowed and penalty on early withdrawal for certain age*2 Term Short, Mid, Long Min. Investment $50 per month
Comparison
| Features | Term | Min. Investment | Penalty |
|
|---|---|---|---|---|
| Variable Annuity* | Invest in Equity, Bonds market, Guaranteed Death Benefit*1, Principal*2,IRA | Long | $100 | No |
| Fixed Annuity | Guaranteed Fixed interest, Death Benefit*1, Principal*2,IRA | Long | $1,000 | No |
| Mutual Fund* | Equity,Bonds,Treasuries, Principal not guaranteed,IRA | Short.Mid.Long | $50 | No |
| ROTH IRA* | For Individual, No Income Tax deduction | Long | $50 | No |
| TRADITIONAL IRA* | For Individual, Income Tax deduction | Long | $50 | No |
| SEP IRA・SIMPLE IRA* | For Business, Income Tax deduction may be allowed, and penalty on early withdrawal for certain age*2 | Long | $50 | Yes |
| UNI-K PLAN* | for Self-Employed, Income Tax deduction may be allowed and penalty on early withdrawal for certain age*2 | Short.Mid.Long | $50 | Yes |