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Homestead Funds
 
Investing By Life Stage
Early Career
Mid-Career
Late Career
Retirement
 
Investing Basics
IRAs: Traditional vs. Roth
IRAs: Eligibility and Contribution Limits
IRAs: Required Minimum Distributions
IRA Rollovers
Balancing Risk and Return
Investing Affordably
Preparing To Retire
Saving for Education
Tax Filing Help
Automated Account Services
 
Investing Help
Educational Series
One-on-one Guidance
 
Laura Schumann
registered representative
questions? need help? call us! 1-800-258-3030, prompt 3

At each life stage, you face different financial challenges. When you’re young and just starting your career, your needs are different than when you’re in the middle of your career or on the verge of retiring. While investors at all stages share some goals—like keeping a diversified account—identifying your life stage can help you better identify your financial goals.

Select the life stage that best describes your situation:

You can also get help selecting Homestead Funds from one of our friendly client service associates. Just give us a call at 1-800-258-3030.

For information specific to your situation, consult a tax professional.

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Homestead Funds investment adviser, RE Advisers Corporation, and distributor, RE Investment Corporation are indirect wholly-owned subsidiaries of NRECA.

Investors are advised to consider fund objectives, risks, charges and expenses before investing. The prospectus contains this and other information and should be read carefully before you invest. To obtain a prospectus, call 1-800-258-3030 or download a PDF of it now.

© 2012 RE Investment Corporation, Distributor. All rights reserved.


Homestead Funds, Created by NRECA National Rural Electric Cooperative Association