Mutual Fund Resource Center

Planning for Retirement

Planning for Retirement at Guggenheim Investments

An Individual Retirement Account (IRA) offers you one of the most powerful ways to invest for your retirement.  Higher contribution limits and "catch-up" contributions for investors age 50 and older make IRAs even more compelling. When investing in an IRA, it's important to remember: The earlier you start saving for retirement, the more you may have in retirement. For a Guggenheim Investments Retirement Kit, click here or call 800.820.0888 for more information on retirement investing at Guggenheim Investments.

IRA Investing at Guggenheim Investments has many potential benefits:

  • Take advantage of inverse funds in an attempt to hedge your IRA against market declines
  • Enjoy the flexibility and freedom of being able to reallocate your investment options to reflect changing needs and markets
  • Choose to invest in any of the funds
  • Exchange your money among many funds without penalty² (click here to review a list of Funds that do not allow unlimited trading).

¹The minimum investment for Guggenheim Investments IRAs is $5,000, which can be split between investment choices. Retirement accounts are charged an annual $15.00 maintenance fee.
²Please see a prospectus for restrictions, expenses or fees that may apply. Additional charges may apply to shares purchased through an intermediary.

Investing in the Funds involves certain risks, which may include increased volatility due to the use of leverage, options or futures, international investing and sector concentration. Please see a Funds’ prospectus for more information.

This information does not constitute tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.



Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.