Understanding how the Taxpayer Relief Act of 1997 affects you and your investments





Understanding your new tax-advantaged investment opportunities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004735748 / 1998-03-13
Date of Publication:
October 27, 1997
Date of Creation:
1997
Title:
Understanding your new tax-advantaged investment opportunities : an overview.
Description:
Chart.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: US government and agency securities

Copyrights records by A.G. Edwards & Sons, Inc.



Can the growing keep going?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004735749 / 1998-03-13
Date of Publication:
December 4, 1997
Date of Creation:
1997
Title:
Can the growing keep going? : 1998 economic outlook and market strategy.
Description:
11 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards money market fund & account choices

Get expert opinions on the critical issues facing investors in 1998

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004736193 / 1998-03-13
Date of Publication:
November 28, 1997
Date of Creation:
1997
Title:
Get expert opinions on the critical issues facing investors in 1998.
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the Monthly Accumulation Plan (MAP)

Controlling risk and building wealth

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004736948 / 1998-03-09
Date of Publication:
October 10, 1997
Date of Creation:
1997
Title:
Controlling risk and building wealth : script & visuals.
Series:
Spectrum
Description:
1 v.
Other Title:
Spectrum
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans overview

Discover the power of asset allocation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004736949 / 1998-03-09
Date of Publication:
November 5, 1997
Date of Creation:
1997
Title:
Discover the power of asset allocation : script & visuals.
Series:
Pathways
Description:
1 v.
Other Title:
Pathways
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Can you trust a "revocable living trust?"

Understanding how the Taxpayer Relief Act of 1997 affects you and your investments

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004736952 / 1998-03-09
Date of Publication:
September 2, 1997
Date of Creation:
1997
Title:
Understanding how the Taxpayer Relief Act of 1997 affects you and your investments.
Description:
59 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Strategies

Fund Navigator disclosure document

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004737020 / 1998-03-09
Date of Publication:
December 29, 1997
Date of Creation:
1997
Title:
Fund Navigator disclosure document.
Description:
6 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Make your move today to capture the king of IRA benefits

Fund Advisor client agreement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004737021 / 1998-03-09
Date of Publication:
December 30, 1997
Date of Creation:
1997
Title:
Fund Advisor client agreement.
Description:
2 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Reaching your destinations

The focus list

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004739338 / 1998-03-13
Date of Publication:
December 9, 1997
Date of Creation:
1997
Title:
The focus list : a disciplined approach to making the economy work for you.
Description:
8 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards home page

Volatility--keeping it in perspective

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004745016 / 1998-07-30
Date of Publication:
June 2, 1998
Date of Creation:
1998
Title:
Volatility--keeping it in perspective : a special report from securities research : June 1998.
Description:
6 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Smooth sailing into a comfortable retirement

The sale of your closely held business

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004774223 / 1998-10-13
Date of Publication:
July 9, 1998
Date of Creation:
1998
Title:
The sale of your closely held business : an informational report from private client services.
Imprint:
[St. Louis] : A.G. Edwards, c1998.
Description:
5 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: You're safe with treasury zeros

User guide

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779731 / 1998-03-09
Date of Publication:
November 10, 1997
Date of Creation:
1997
Title:
User guide : e-Connect : using AGe-Connect to view your account information.
Description:
Pamphlet.
Variant title:
User guide : e-Connect
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans overview

Trying to make sense of the new tax law?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779732 / 1998-03-09
Date of Publication:
October 31, 1997
Date of Creation:
1997
Title:
Trying to make sense of the new tax law?
Description:
Insert.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Defined portfolios

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779733 / 1998-03-09
Date of Publication:
February 3, 1998
Date of Creation:
1998
Title:
Defined portfolios : a portfolio for each asset class.
Description:
12 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The foundation for asset allocation

Fund navigator

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779734 / 1998-03-09
Date of Publication:
December 30, 1997
Date of Creation:
1997
Title:
Fund navigator : a personalized no-load mutual fund advisory service.
Description:
Brochure.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards tax and financial planning tables

Fund advisor

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779735 / 1998-03-09
Date of Publication:
December 30, 1997
Date of Creation:
1997
Title:
Fund advisor : a personalized no-load mutual fund advisory service.
Description:
Brochure.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Product information guide

1998 tax and financial planning tables

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779736 / 1998-03-09
Date of Publication:
January 16, 1998
Date of Creation:
1998
Title:
1998 tax and financial planning tables : a handy planning reference for investors.
Basis of Claim:
New Matter: editorial revisions.
Description:
Brochure.
Other Title:
Tax and financial planning tables
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: New perspectives on uncovering values in today's market

At this time of thanksgiving

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779738 / 1998-03-09
Date of Publication:
November 15, 1997
Date of Creation:
1997
Title:
At this time of thanksgiving.
Application Title:
Thanksgiving card--trust company.
Description:
Greeting card.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Services for corporations and executives

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779739 / 1998-03-09
Date of Publication:
October 6, 1997
Date of Creation:
1997
Title:
Services for corporations and executives : meeting the special needs of corporations and their employees.
Description:
20 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Online account access

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779740 / 1998-03-09
Date of Publication:
October 31, 1997
Date of Creation:
1997
Title:
Online account access : AGe-Connect : using AGe-Connect to view your account information.
Description:
Brochure.
Number of similar titles:
1
Variant title:
Online account access : AGe-Connect
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards account choices

Wealth transfer strategies using life insurance to preserve your estate

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779784 / 1998-05-27
Date of Publication:
March 16, 1998
Date of Creation:
1998
Title:
Wealth transfer strategies using life insurance to preserve your estate : script & visuals.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards stylebook

Complete asset allocation through defined portfolios

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779785 / 1998-05-27
Date of Publication:
March 2, 1998
Date of Creation:
1998
Title:
Complete asset allocation through defined portfolios : script & visuals.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

Understanding how the Taypayer Relief Act of 1997 affects you and your investments

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779786 / 1998-05-27
Date of Publication:
February 26, 1998
Date of Creation:
1998
Title:
Understanding how the Taypayer Relief Act of 1997 affects you and your investments : script.
Description:
59 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for businesses

Irrevocable life insurance trust services fee schedule

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799949 / 1998-05-27
Date of Publication:
December 31, 1997
Date of Creation:
1997
Title:
Irrevocable life insurance trust services fee schedule.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Authorship on Application:
entire text: A. G. Edwards Trust Company, employer for hire.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Financial planning strategies
A.G. Edwards Trust Company (19 documents)
example document: How do you know if you've chosen the right trustee?

Copyrights records by A.G. Edwards Trust Company



Five ideas for smart investing

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799950 / 1998-05-27
Date of Publication:
March 4, 1998
Date of Creation:
1998
Title:
Five ideas for smart investing.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for businesses

Fund navigator investor questionnaire

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799951 / 1998-05-27
Date of Publication:
December 17, 1997
Date of Creation:
1997
Title:
Fund navigator investor questionnaire.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Quick reference for gathering client assets

Fund advisor disclosure document

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799952 / 1998-05-27
Date of Publication:
December 23, 1997
Date of Creation:
1997
Title:
Fund advisor disclosure document.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards services for select investors

Buy-sell arrangements for closely-held businesses

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799953 / 1998-05-27
Date of Publication:
February 23, 1998
Date of Creation:
1998
Title:
Buy-sell arrangements for closely-held businesses.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Municipal bonds

Your IRA's life cycle

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004799954 / 1998-05-27
Date of Publication:
December 23, 1997
Date of Creation:
1997
Title:
Your IRA's life cycle.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1997, TX 4-553-954.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Public finance services for Utah issuers

Answering today's questions about traditional and Roth IRAs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800243 / 1998-05-27
Date of Publication:
January 9, 1997
Date of Creation:
1997
Title:
Answering today's questions about traditional and Roth IRAs.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Things change. Will you be financially ready when a major life change occurs?

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