Retirement & IRA
LUBIX Retirement & IRA solutions help you build tax-advantaged wealth for long-term financial security.
Accounts
15,000+
Strategy Focus
Long-term Growth
AUM
$600M
How It Works
Your capital is invested in diversified, conservative portfolios designed for steady growth over extended periods, with options for Traditional IRA, Roth IRA, or taxable retirement accounts.
Returns
Beta
0.8% - 1.2% monthly
Alpha
1.0% - 1.5% monthly
AlphaEdge
1.2% - 1.8% monthly
Key Benefits
- Tax advantages (depending on account type)
- Long-term wealth compounding
- Professional retirement planning
- Lower volatility
- Regular monthly distributions
Risks to Consider
- Inflation risk
- Regulatory changes
- Market volatility (lower risk profile)
- Liquidity constraints
Consult with a tax professional regarding contribution limits, withdrawal rules, and tax implications specific to your situation.
Fund Overview
Strategy
Wealth Preservation
Geography
Global
Investment Period
60 Months
Min. Investment
$1,000
Max. Investment
Limits Apply
Monthly Return
0.8% - 1.8%
Payout Frequency
Monthly
Capital Returned
Yes
ROI Calculator
Estimate your potential returns