One mutual fund for retirement
[DOC File]SelectOne for Investment Advisors & Funds
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$ $ $ 2. (a) Name of the Investment Advisor and/or sub-advisor of the Mutual Fund(s) proposed for coverage: (b) Name of transfer agent: Name of accountant: (d) Has any Mutual Fund changed firms for any of the services listed in (a) through (c) above in the . past twelve (12) months? Yes No. If yes, please provide details of each such change: 3 ...
[DOC File]Standard 1 - Finance in the Classroom
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D. Saving for retirement . 2. An example of a clearly written financial goal would be: A. “To pay off credit card bills by 2015.” B. “To save money for college for the next five years.” C. “To invest in an international mutual fund for retirement.” D. “To establish an emergency fund of $4,000 in 18 months.” 3. What element is missing from the following financial goal? “I will ...
[DOC File]Is Your Retirement Portfolio on Track
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Put off retirement, or work part-time to supplement your retirement income. In 1999, 65- to 69-year-olds could earn as much as $15,500 and still receive their full Social Security benefits; there's no earnings cap for those 70 and older. 4. Save more now so you can spend more later. It's common sense but important to keep in mind. And don't forget to reevaluate your situation every three to ...
[DOC File]The prospectus for a mutual fund required by Section 61 (2 ...
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The basis or rates of charges levied against securityholders rather than the mutual fund for special services such as trustee fees for registered retirement savings plans, redemption fees, conversion of investments from one fund to another within related mutual funds, or any other specific service charge to a class of investors, should be disclosed separately, in a single table, and should not ...
[DOC File]MUTUAL FUND NAME INDIVIDUAL RETIREMENT ACCOUNT (IRA)
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The distribution is being made for the following reason (check one): 1. Normal distribution - You are age 59½ or older. 2. Early (premature) distribution - You are under age 59½, including distributions due to medical expenses, health insurance premiums, higher education expenses, first time homebuyer expenses, or other reasons. 3. Substantially equal periodic payments within the meaning of ...
[DOCX File]MUTUAL FUND NAME INDIVIDUAL RETIREMENT ACCOUNT (IRA)
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The distribution is being made for the following reason (check one): 1.Normal distribution - You are age 59½ or older. 2.Early (premature) distribution - You are under age 59½, including distributions due to medical expenses, health insurance premiums, higher education expenses, first time homebuyer expenses, or other reasons. 3.Substantially equal periodic payments within the meaning of ...
[DOC File]MetLife Implementation Worksheet Cover Page
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2013-11-07 · Age Early Retirement Age (Choose one if applicable) None. Age (not less than 50 or more than 65) ... MUTUAL FUND NAME CUSIP NUMBER TICKER SYMBOL Fund XYZ 123456789 XYZ123 ANNUITY VARIABLE FUNDING OPTION NAME SDIO Fund XYZ XYZ-12 *Should any discrepancy between this Fund Name list in this Implementation Worksheet and the Services Agreement occur, …
CHAPTER 1
mutual fund. The annual rate of interest that you expect to earn in the this account. is 5.25%. The amount in the account at the end of 20 years is . $60,000.00. $105,039.84. $37,009.35. $123,510.52. $115,637.37 (d) 9 Assume that you invest $1250 at the end of each of the next 15 years in a. mutual fund. You currently have $10,000 in the mutual fund. The annual rate of interest that you expect ...
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