TITLE

THE OBSERVER

PUB. DATE
December 1996
SOURCE
Journal of Financial Planning;Dec1996, Vol. 9 Issue 6, p13
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents information about the developments in various fields. According to a recent study by Dalbar Inc., a mutual fund research company in Boston. The study of "more likely and capable investors" found that investors are more interested in being educated by their advisors about the basics of investing in mutual funds than getting the highest portfolio return or minimizing taxes. The Profit Sharing/401(K) Council of America found in a recent study that participation and account balances in 401(k) plans are up, as are the number of investment options offered by plans. Cardholders of GE Rewards MasterCard, a rebate card, must now pay an annual lee of dollar 25 if they pay their monthly bill in full and on time. That is, you get charged for being a good creditor. In the Fall 1986 issue of "Journal of Financial Planning," the Journal tackled a subject dear to many planners' memories tax shelters. One article provided guidance on how to evaluate an attorney's opinion letter on the benefits and risks of a tax shelter. Another article dealt with bringing in an independent workout specialist to help salvage tax shelters gone sour. Yet another article discussed how to use a tax shelter trust to rake care of estate problems caused by the presence of tax shelters.
ACCESSION #
5560278

 

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