Volumetric Fund

ROTH IRA

The Roth IRA allows for tax-free distributions at retirement. Simply, any contributions made into a Roth IRA are nondeductible contributions, therefore, your distributions at retirement are tax free. To learn more about the benefits and rules of this new type of IRA, call us at 800-541-FUND. We will be glad to explain how you can start or convert a traditional IRA into a Roth IRA.

IRA REGULATIONS AND BENEFITS

There are new IRA changes that may work to your advantage. Call us at 800-541-FUND, so we can explain how it may benefit you.

"NO-FEE" RETIREMENT ACCOUNTS
Volumetric Fund offers a variety of "no-fee" retirement accounts for individuals (both traditional and Roth IRAs), corporations (pension plans) and the self employed (SEP, Keogh plans.) Prototype forms of Self-Directed Individual Retirement Account (IRA) and Simplified Employee Pension Plans (SEP) are available from the Fund.

If you open, transfer or rollover an IRA or SEP account into Volumetric Fund, there are no set-up or annual fees. This assumes that your initial investment is at least $2,000. If your investment is less than $2,000 there is an annual fee of $20. For further information please see our "Prospectus" web page.


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TRANSFER AND ROLLOVER OF RETIREMENT ACCOUNTS
If you wish to rollover or transfer your retirement account into Volumetric Fund from a bank, broker, employer or other organization, please give us a call at 800-541-3863. We will be happy to assist you and send you the appropriate forms.

Take Advantage of Volumetric Fund, by Transferring:

BUSINESS RETIREMENT ACCOUNTS
Volumetric offers several types of retirement accounts for businesses. We can advise you how your business can take advantage of tax deferred savings. The following retirement accounts are available:

Volumetric Fund, Inc.
87 Violet Drive
Pearl River, New York 10965
845-623-7637 and 800-541-FUND
Questions or Comments go to info@volumetric.com

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Questions or Comments go to info@volumetric.com