Take Our Investment Questionnaire

[This article was archived on 6/21/2016.]

Here’s an easy way to help determine what kind of investor you are: try our convenient online Investment Questionnaire. It is one of eight online calculators and contains seven straightforward multiple-choice questions designed to help you create a starting point for your investment strategy, including:

  • InvestmentWhat category would you say best describes your investment goals?

  • How soon do you expect to need the money you are investing?

  • How would you describe your comfort level should the value of your investments decline over short-term periods (i.e., up to three years)?

This tool will help you identify a potential mix of asset classes of cash equivalents, fixed income and equities that corresponds to your risk tolerance, investment experience and time horizon. The sample asset class mixes given by the calculator are only examples and are not specific recommendations.

Before investing, you should carefully consider the investment objectives, risks, charges and expenses of the variable annuity contract and the underlying investment funds. This and other information is contained in the contract prospectus or brochure and underlying funds prospectuses and summary prospectuses. Please read the contract prospectus or brochure and underlying fund prospectuses and summary prospectuses carefully before investing. The contract prospectus or brochure and underlying fund prospectuses and summary prospectuses can be obtained by mail or by calling 1-800-468-3785.

Mutual of America's group and individual retirement products are variable annuity contracts and are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment funds you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should carefully consider a variable annuity contract's other features before making a decision.

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