Fixed-rate corporate bonds can be used as a potential source of income, whether within retirement plans or as part of a monthly income strategy.
Investors can receive monthly interest payments or select monthly compounding to increase returns.¹
Phoenix Energy offers income-focused investors fixed-rate corporate bonds from a company with active oil and gas operations and holdings in oil and gas assets across established U.S. basins.
To meet your financial goals, choose maturity lengths, ranging from 1 to 11 years, depending on the offering.³
Invest using qualified funds such as your Individual Retirement Account (IRA) to potentially access tax-deferred benefits.²
Note: Investing involves risk. Please read the Disclosures at the bottom of this page.
1. Compounding interest accrues monthly and is added to the then-outstanding principal amount of the bond or note with no interest payment until maturity.
2. *Qualified funds such as traditional IRA, simple IRA, Roth IRA , and 401K are available through our IRA partners. Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you. To learn more click here.
3. 1, 3, 5, 7, or 11 years for the Private Placement offering for accredited investors, and 3, 5, 7, or 11 years for the Registered Offering.
Phoenix Energy offers income-focused investors fixed-rate corporate bonds from a company with active oil and gas operations and holdings in oil and gas assets across established U.S. basins.
To meet your financial goals, choose maturity lengths, ranging from 1 to 11 years, depending on the offering.³
Invest using qualified funds such as your Individual Retirement Account (IRA) to potentially access tax-deferred benefits.²
Fixed-rate corporate bonds can be used as a potential source of income, whether within retirement plans or as part of a monthly income strategy.
Investors can receive monthly interest payments or select monthly compounding to increase returns.¹
Note: Investing involves risk. Please read the Disclosures at the bottom of this page.
1. Interest accrues monthly and is added to the then-outstanding principal amount of the bond with no interest payment until maturity.
2. *Qualified funds such as traditional IRA, simple IRA, Roth IRA , and 401K are available through our IRA partners. Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you. To learn more click here.
3. 3. 1, 3, 5, 7, or 11 years for the Private Placement offering for accredited investors, and 3, 5, 7, or 11 years for the Registered Offering.
