The Retirement Strategist Archives

Date Volume, Number Topics

September 2001 Volume 1, Number 9

Timely Investment Tip$: SunAmerica BioTech/Health 30 Fund
Fiscal Therapy: Retirement Plan Contribution Levels for Business Owners

December 2001 Volume 1, Number 10

Timely Investment Tip$: Supplemental Retirement Plan (SRP)
Fiscal Therapy: Brokerage Accounts


March 2002 Volume 2, Number 11

Timely Investment Tip$: College Savings Plans
Fiscal Therapy: Basics of Long-Term Care - Part 1

June 2002 Volume 2, Number 12

Timely Investment Tip$: Capital Gains Distributions
Fiscal Therapy: Tax Credits, A Smart Idea To Make Your Financial Future Brighter

September 2002 Volume 2, Number 13

Timely Investment Tip$: Basics of Long-Term Care - Part II
Fiscal Therapy: Pay Yourself First

December 2002 Volume 2, Number 14

Timely Investment Tip$: Simplified Employee Pension IRA Plan
Fiscal Therapy: The Importance of Asset Allocation


March 2003 Volume 3, Number 15

Timely Investment Tip$: Funding Your IRA for Tax Season
Fiscal Therapy: Why Every Business Owner Should Offer A Retirement Plan

June 2003 Volume 3, Number 16

Timely Investment Tip$: IRS Rules Concerning Required Minimum Distributions
Fiscal Therapy: Market Volatility

September 2003 Volume 3, Number 17

Timely Investment Tip$: A Private, Defined Benefit Plan From GE Financial
Business Owner Strategies: Ouch! Business Owners Personally Liable For Company 401(k) Plans

December 2003 Volume 3, Number 18

Timely Investment Tip$: Year End Tax Strategies
Business Owner Strategies: Unlimited Retirement Plan Contributions?


March 2004 Volume 4, Number 19 Tax Free Savings...courtesy of Uncle Sam!
Proposed new tax initiatives designed to encourage retirement savings.
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