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ALERT: Revenue Ruling 90-24 will expire Sept. 24. After that you will no longer be able to transfer your current, high-priced and inferior 403(b) investment to a no-load and low-cost mutual fund of your own choosing. If the receiving investment provider receives your written instructions by next Monday, you are safe. More ... Sept. 9 was National Grandparents Day. The next time you visit your grandparents - or anyone on Medicare for that matter - there's something important you may want to consider adding to your activities. Show them how much you care by telling them about the Medicare prescription drug plan - and about the extra help they may be able to get through Social Security. More ... Professionals' Column RSS feed |
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