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Refer a friend |
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| January/February/March 2007 |
| Hi Everyone, I truly value your business and faith you have placed in my firm. I'm confident that my affiliation with Jefferson Pilot Securities Corporation will assist me in continuing to provide you with the highest quality of products and services possible. I look forward to working with you for many years to come! Please contact me at 610-716-6808 should you have any questions. Please note I feel the same for the soon-to-be client. Sincerely, Robert A. Smolen |
| Look at What's New for 2007 Every new year offers some surprises, and 2007 is no exception. Here's a look at some of the changes--big and small--that may affect your finances this year. | More Details |
| Retirement: Does Your Game Plan Need a Second Look? Calculating what you'll need for retirement involves making an assumption about the return you'll earn on your portfolio. Typically, assumed rates of return are based on historical average returns for various types of investments. You'll also need to estimate how long you'll need income after you retire. Whether you are on track to meet your goals depends in part on the accuracy of those assumptions. | More Details |
| Successful Investors' Strategies and How You Can Apply Them For golfers looking to improve their game, it can be useful to watch Tiger Woods. In the same way, investors can learn from acknowledged money masters. Though you may not have their experience or resources, understanding the philosophies they use can help you develop your own investing approach. | More Details |
| Ask the Experts: Is it too late to make an IRA contribution for 2006? You can make an IRA contribution for 2006 at any time up until the due date for filing your federal income tax return for the year. For most people, this will be April 17, 2007. This deadline isn't affected by any extension you may receive to file your return. So, if you obtain an automatic six-month extension, you'll have additional time to file your tax return, but you won't have any additional time to make an IRA contribution. | More Details |
| Ask the Experts: How do I undo my 2006 Roth IRA conversion? So you converted your traditional IRA to a Roth IRA in 2006, and now you've determined that the conversion no longer makes good tax sense, or that you were ineligible to make the conversion in the first place. What do you do? You may be able to reverse ("recharacterize") your conversion. When you recharacterize a Roth conversion, it's as though the conversion never occurred, and the funds are treated as having never left your traditional IRA. | More Details |
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Robert Smolen is a registered representative offering securities and advisory services through Jefferson Pilot Securities Corporation, Member SIPC. | 
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