Retirement planning and bond options for a cautious investor
The guide discusses redeeming mutual fund shares vs taxes, suggests keeping options open with income from equities, explains Treasury notes interest and accrued tax handling, weighs speculation vs mortgage payoff for young couples, and recommends tax advantaged bonds like E and H series with tax deferral or exemption, noting market risk.
MENTIONED IN THIS ARTICLE
U.S. Treasury
Shulsky Welcomes Planning Call With Sam Shulsky
Mr Shulsky welcomes the planning call and includes Sam Shulsky as a core participant. The note emphasizes coordination and clear roles for everyone involved.
MENTIONED IN THIS ARTICLE
Mr. Shulsky Welcor
Sam Shulsky
Lutheran Brotherhood and Federated plan mutual funds
The Lutheran Brotherhood partners with Federated Investors to market mutual funds via its sales force. They face ethical questions over higher sales loads on LB funds versus Federated options, and whether fraternal duty affects fund recommendations. Brotherhood assets approach 90 million with about 400 thousand outlay by LB and 800 thousand by Federated.
MENTIONED IN THIS ARTICLE
Lutheran Brotherhood
Wiesenberger Services
Philadelphia Life
American General Life of
Houston
New England Mutual Life
Loomis, Sayles & Co
Investors Diversified Services
Federated Investors
Pittsburgh
John Donahue
Federated
Langhaug
James Krause
Brotherhood
Lutheran Brotherhood Securities Corp
Donahue
Federated Research Securities Corp
Krause
Lutheran Brotherhood Research Corp
Federated Research Corp
Federated Research
Lutheran Brotherhood Research
Wall Street
American Leaders Fund
LU. S
Lutheran Brotherhood Fund
Lutheran Brotherhood U
Federated Funds
For Better Health Gout Is a Specialized Form of Arthritis
Gout is a specific form of arthritis affecting up to 4 million Americans, often the large toe. It results from uric acid crystals in joints, with painful swelling and heat. Diets low in purine help but are not a cure. medical treatment and monitoring prevent crippling joint damage.
MENTIONED IN THIS ARTICLE
Wall Street
Crys
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Cidar Raps
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Mutual of Omaha
John Hancock, Occidental Life Insurance Co
California
Connecticut General
By Dr. 5. L. Andelman
Center Pt
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Peck’s
Roses All American
Rose Parade
Sgn
Oregold
Arizona
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Dunlop
Robinson
Stoplight
Ogallalla
Ozark
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Waterloo
Marmaduke
Anderson & Seeming
Avy Neen
Dottie
Smulekoffs
Stonaware