Forefield Newsletter

Wharton Financial Services (WFS)
Stuart Cameron, Branch Manager
Covering the Delaware Valley
5010 Canby Drive
Wilmington, DE 19808-1102
Tel: 302-239-2111
Fax: 302-239-4358
whartonfs@walnutstreet.com
www.whartonfs.com.com

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WFS Monthly Newsletter

July 2008

A Publication of Forefield, Inc.

Important Ages:

50 - Make catch up contributions to IRA's

55 - Distributions from 401(k) without penalty

59 1/2 - Distributions from IRA's without penalty

62 - 70 - Apply for Social Security

65 - Apply for Medicare

70 1/2 - MUST begin taking RMD's from IRA's

	Making Sense of Municipal Bonds Recent action in the credit markets has created situations that are unusual in the relatively placid world of bonds. Whether you're hoping for a buying opportunity or are concerned about existing holdings, it can pay to understand some basics of municipal bonds.
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	The Pros and Cons of Self-Insuring Long-Term Care Thinking about the potential impact of long-term care often involves considering whether to buy long-term care (LTC) insurance or to self-insure. Here are some issues to consider.
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	The Three C's of Credit When you're looking for credit, it's worth understanding what potential creditors are looking for when they're looking at you. Traditionally, they're looking for the three C's: capacity, character, and collateral.
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	Ask the Experts: Can I roll over funds from my 401(k) to a Roth IRA? Yes, beginning in 2008, you can make a rollover from a 401(k) plan (or other qualified employer plan, 403(b) plan, or governmental 457(b) plan) to a Roth IRA, as long as you meet certain requirements.
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	Ask the Experts: I inherited my spouse's traditional IRA. Now what? When you inherit your spouse's traditional IRA, you have a number of options.
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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 and 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.

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