In this issue — Winter 2010
Our quarterly newsletter is devoted to helping you understand and make the most of the resources available for retirement planning and for meeting other financial goals.
The newsletter is available in Adobe® Reader® format. If you don’t have Adobe Reader, you can download it from Adobe’s website.
In the Winter 2010 issue
Staying in the mix
While there are no guarantees, maintaining a diversified portfolio may give you a chance to smooth out some of the ups and downs of a rocky market.
New Roth IRA rules in effect
The new rules could make converting your traditional IRA to a Roth IRA an attractive option. Find out what to consider before making the switch.
Tips for saving smarter
Balancing your long-term goals and day-to-day expenditures isn’t easy. Look here for some helpful suggestions.
Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in each fund’s prospectus and/or summary prospectus, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing.