Planning retirement asset shifts and adviser tips
Readers discuss when to shift from aggressive growth to income stocks three years from retirement and how to handle taxes and capital gains. A reader asks about United Technologies 6 percent convertible debentures with a 1977 conversion deadline and the advisor notes the recalibrated value versus nonconvertible bonds. The column covers tax strategies for a couple in their 40s with 213,000 in savings and 35,000 in EE bonds seeking tax relief.
MENTIONED IN THIS ARTICLE
United Technologies 6
Cine of Business
United Technologies
Public School Finance Workshop at Texas Tech
Public school finance takes focus as 200 school leaders gather at Texas Tech University for a two day workshop in Lubbock. Sessions feature State Sen. Kent Hance and Callie Smith with panels on budgeting and legislation. Registration is 5 dollars and organizers include the Texas Association of School Business Officials and Texas Tech College of Education.
MENTIONED IN THIS ARTICLE
Texas Tech University
University Center
Kent Hance
Lubbock
Senate Education Committee
Callie Smith
Texas State Teachers Association
Austin
Hance
Senate Finance Committee
Texas
Ralph Karlsruher
Paso Isd
Ronnie Gooch
Lubbock Isd
Olli Jones
Marguerite Key
Vaughn Smith
Denison Isd
Fuel and Energy
Paul Crawhorn
South Park
Berley Fallon
Texas Tech
College of Education
FDA
US Department of Health, Education and Welfare
Fishers Lane
Rockville
Retirement goals and safe exercise for seniors
The passage encourages staying active in retirement with doctor guidance and suggests activities like dancing archery skating bowling ping pong and badminton. It then shifts to consumer guidance advising reporting mislabeled prepared dinner to the FDA with steps for filing a complaint and how the FDA handles investigations.
MENTIONED IN THIS ARTICLE
Sears
Also Mentioned on This Page
Investors’ Guide
Sam Shulsky
Chard B. Bennett
Division of State Funding
Texas Education
Sges
Quenion
Aese Cole
Erie Hoorthag
Dayton
Alezendrie
Coben
P’cion
Food and Drug Administration
Coun
US Government
Department of Health, Education and Welfare
Sunbull
Hemphill
Elizabeth Arden
Alter Sun
Antoine
Allevia
Alexandra de Markoff
Clinique
Sun Bloch
South Plains Mall
Riviera
Beri
Montgomery Ward
Mon
Boston
Naointooane FR Wvard