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Free with purchase; shareholders who do some sleuthing can rake in plenty of perks

Article Abstract:

Benefits such as free products and special promotions connected with the buying of certain stocks are discussed. These can provide an added incentive to buy a stock that otherwise fits in with an investment plan, and for the company, the advantage is creating goodwill.

Author: Newberry, Jon
Publisher: American Bar Association
Publication Name: ABA Journal
Subject: Law
ISSN: 0747-0088
Year: 2001
Evaluation, Investigations, Portfolio management, Sales promotions

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Reasons to start saving; tax act lets you give more to IRAs and other accounts with tax-free distributions

Article Abstract:

The tax advantages of retirement saving offered by the Economic Growth and Tax Relief Reconciliation Act of 2001 are discussed. The law also has incentives for saving for children's college costs.

Author: Newberry, Jon
Publisher: American Bar Association
Publication Name: ABA Journal
Subject: Law
ISSN: 0747-0088
Year: 2001
Taxation, Laws, regulations and rules, Tax reform, Pension funds

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No yolk - smaller nest egg will suffice

Article Abstract:

Faulty assumptions about needed retirement income may be inflating the amount of money younger people actually need to save for this period in their lives. An 1999 analysis of consumer spending in the Journal of Financial Planning is cited as an example.

Author: Newberry, Jon
Publisher: American Bar Association
Publication Name: ABA Journal
Subject: Law
ISSN: 0747-0088
Year: 1999
Aged, Elderly, Finance, Forecasts and trends, Retirement income

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Subjects list: United States
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