{"id":232,"date":"2020-11-24T22:20:14","date_gmt":"2020-11-24T22:20:14","guid":{"rendered":"http:\/\/gebawealth-stage.mypointclick.net\/?page_id=232"},"modified":"2026-02-03T17:25:23","modified_gmt":"2026-02-03T17:25:23","slug":"investing","status":"publish","type":"page","link":"https:\/\/www.geba.com\/wealthmanagement\/services\/investing\/","title":{"rendered":"Investing"},"content":{"rendered":"\t\t
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GEBA Wealth Management offers a wide range of investment products for those who prefer to make their own investment decisions. Our Financial Advisors can help you select from among the leading tax-advantaged savings and investment plans as well as the most sought-after individual investment products.<\/p>\n

Tax-Advantaged Savings Plans<\/h2>\n
    \n
  • Individual Retirements Accounts (IRAs): <\/strong>We offer tax-deferred Traditional IRAs that may allow you to deduct all or part of your annual contributions as well as Roth IRAs that are totally tax free at withdrawal.<\/li>\n
  • 529 College Savings Plans<\/strong>: 529 Plans offer tax-free growth, and withdrawals for eligible education expenses are also tax-free. Many states offer tax benefits on contributions as well.<\/li>\n
  • Non-Qualified Annuities: <\/strong>Like IRAs, these are tax-advantaged retirement savings vehicles. Unlike IRAs, they do not have income or contribution limitations.<\/li>\n<\/ul>\n

    Individual Investment Products<\/h2>\n
      \n
    • Mutual Funds<\/strong>:<\/strong> We offer hundreds of funds from top-rated mutual fund families that encompass a variety of investment objectives and styles to select from.<\/li>\n
    • Exchange Traded Funds (ETFs): <\/strong>An ETF <\/strong>is a diversified basket of securities like a mutual fund, but it trades on an exchange like a stock, experiencing price changes during the day.<\/li>\n
    • Real Estate Investment Trusts (REITs): <\/strong>A REIT <\/strong>is a basket of real estate property or mortgage investments, similar to a mutual fund.<\/li>\n
    • GEBA Stable Value Fund.\u00a0<\/strong>Stable Value investments are low-risk, high quality investments, similar to bond funds, that seek to provide a stable rate of return and preserve book value.<\/li>\n
    • Variable Annuities: <\/strong>We offer variable annuities from quality providers like Jackson National Life Insurance Company\u00ae<\/sup>, MetLife\u00ae<\/sup>, and Lincoln Financial Group,\u00ae\u00a0<\/sup>to name a few.<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Investing\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

      GEBA Wealth Management offers a wide range of investment products for those who prefer to make their own investment decisions. Our Financial Advisors can help you select from among the leading tax-advantaged savings and investment plans as well as the most sought-after individual investment products. Tax-Advantaged Savings Plans Individual Retirements Accounts (IRAs): We offer tax-deferred […]<\/p>\n","protected":false},"author":1,"featured_media":581,"parent":132,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-232","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nInvesting, Tax-Advantaged Savings, Individual Investments, GEBA<\/title>\n<meta name=\"description\" content=\"GEBA Wealth Management Financial Advisors offer tax-advantaged savings and investment plans and individual investment products.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.geba.com\/wealthmanagement\/services\/investing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investing, 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