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WFS Monthly Newsletter - 12/08
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| Independent by Choice |
A Forefield Inc Publication |
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As we near the end of 2008, which will be remembered for historical events both political and financial, we look forward to 2009.
We continue to value the loyalty shown by our clients through a period of market volatility that most of us have never experienced before.
As always we will strive to keep you informed and aware of situations that arise during the days and months ahead. When the dust settles, there will be very few truly independent advisors like us remaining.
All of us at WFS wish you have a happy and safe Holiday Season, and a great 2009. L11085954 (exp 12/09)
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Exceptions to the Early Distribution Penalty
Generally, taxable amounts you withdraw from an IRA, 403(b), or qualified retirement plan before age 59½ are subject to a federal 10% penalty tax (and possibly a state penalty tax, too) in addition to any federal (and possibly state) income tax due. Fortunately, Section 72(t) of the Internal Revenue Code lists several exceptions to this premature distribution penalty tax. |
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Four Mistakes Women Make When Managing Money
Most of the time, you manage your money successfully, handling your day-to-day finances and saving and investing for the future. But nobody's perfect. Even if you've made some of the following money mistakes, there's plenty you can do to get your finances back on track. |
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As 2009 Dawns, Is There Hope on the Horizon?
There's little doubt that 2008 will be remembered as a tumultuous year. Rising food and fuel prices, turmoil in the credit and housing markets, inflation pressures, and the volatility of the stock market all contributed to economic pressures. But buried within the negative headlines was some good news you may have missed--here's a recap. |
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Stuart F Cameron, Branch Manager,Registered Principal, Investment Advisor Representative & Financial Planner
Securities and Investment Advisory Services offered by registered representatives & investment advisor representatives, respectively, of Walnut Street Securities, Inc. (WSS), a Registered Investment Advisor. (Member FINRA, SIPC) 13045 Tesson Ferry Road; St. Louis, MO 63128. Wharton Financial Services is not a subsidiary or control affiliate of WSS. Forefield, Inc. is not affiliated with Walnut Street Securities. Representatives of Walnut Street Securities do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor. This brochure is for informational purposes only. Clients should not rely on information as personalized investment advice. A Forefield Inc publication.
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