Financial Topics Newsletter
Brought to you compliments of Executive Planning Group

May 2009   Friday, September 3, 2010
What's Going on with Muni Bonds?
Traditionally, municipal bonds have been relatively safe investments. Over the past couple of years, however, that market has been extremely volatile, due to several factors, including credit rating downgrades, auction failures, and sales by institutional investors.
[FULL ARTICLE]
 
Should You Consider Muni Bonds?
No investment, including municipal bonds, is appropriate for every investor. Before purchasing muni bonds, consider their advantages and disadvantages to see if they are appropriate for your portfolio.
[FULL ARTICLE]
 
Will You Be Able to Work Longer?
Retiring at age 65 without working for the rest of your life is starting to look like a difficult proposition. It was already challenging. Then, most people's retirement savings decreased significantly over the past couple of years due to declining investment and home values. The prospect of funding a retirement that could span 30 years is looking very tough.
[FULL ARTICLE]
 
Rolling Over to a 401(k) Plan
If your 401(k) plan permits, you can roll over balances from a traditional individual retirement account (IRA), but not a Roth IRA, to a 401(k) plan. To qualify as a tax-free rollover, the balance must be rolled over to a 401(k) plan for the same person who owns the IRA, the balance must be rolled over within 60 days, and the maximum amount rolled over cannot exceed amounts that would be includible in gross income if not rolled over
[FULL ARTICLE]
 
Get Your Finances in Order
You'll probably need significant investments to reach your financial goals. But before worrying about investing, you should get your finances in order. Consider these tips.
[FULL ARTICLE]
 

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A DIVISION OF WIENKEN & ASSOCIATES. Securities, investment advisory, and financial planning services offered through Registered Representatives of MML Investors Services, Inc., member SIPC, 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011, (717) 760-5342 or (717) 763-7365. Executive Planning Group is not a subsidiary or affiliate of MML Investors Services, Inc.

Some information provided in this newsletter was prepared by Integrated Concepts. This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.

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