Understanding the effect of beneficiary designation on mandatory retirement account distributions part 2





Full-service IRA

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057480 / 1995-07-26
Date of Publication:
January 11, 1995
Date of Creation:
1995
Title:
Full-service IRA : making the right moves toward a secure retirement.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1991, TX 3-111-474 et al.
Copyright Note:
C.O. correspondence.
Description:
16 p.
Number of similar titles:
2
Variant title:
Full-service IRA : making the right moves toward a secure retirement
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?

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



Estate portfolio valuation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057482 / 1995-07-26
Date of Publication:
January 11, 1995
Date of Creation:
1995
Title:
Estate portfolio valuation : helping legal advisors settle estates.
Copyright Note:
C.O. correspondence.
Description:
Folder.
Variant title:
Estate portfolio valuation : helping legal advisors settle estates
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

Eight fallen angel stocks

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057483 / 1995-07-26
Date of Publication:
December 22, 1994
Date of Creation:
1994
Title:
Eight fallen angel stocks : fundamental buys for 1995.
Copyright Note:
C.O. correspondence.
Description:
Folder.
Number of similar titles:
1
Variant title:
Eight fallen angel stocks : fundamental buys for 1995
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security and your retirement

Providing trusted advice and exceptional service

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057484 / 1995-07-26
Date of Publication:
December 22, 1994
Date of Creation:
1994
Title:
Providing trusted advice and exceptional service : a century of commitment to investors.
Copyright Note:
C.O. correspondence.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards housing finance

An upcoming investment industry regulation could bring sweeping changes to the way you invest

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057485 / 1995-07-26
Date of Publication:
December 21, 1994
Date of Creation:
1994
Title:
An upcoming investment industry regulation could bring sweeping changes to the way you invest.
Application Title:
T+3 client statement enclosure.
Copyright Note:
C.O. correspondence.
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Asset allocation with variable annuities

AGE asset accounts comparison of features and benefits

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057486 / 1995-07-26
Date of Publication:
January 4, 1995
Date of Creation:
1995
Title:
AGE asset accounts comparison of features and benefits.
Copyright Note:
C.O. correspondence.
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for nonprofit organizations

1994 tax reporting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057487 / 1995-07-26
Date of Publication:
January 16, 1995
Date of Creation:
1995
Title:
1994 tax reporting : answering your clients' questions.
Previous Registration:
Prev. reg. 1994, TX 3-730-143 et al.
Copyright Note:
C.O. correspondence.
Description:
129 p.
Variant title:
1994 tax reporting : answering your clients' questions
Other Title:
Tax reporting : answering your clients' questions
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Certificates of deposit

[T+3 table tent]

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004057488 / 1995-07-26
Date of Publication:
December 21, 1994
Date of Creation:
1994
Title:
[T+3 table tent]
Copyright Note:
C.O. correspondence.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

Key points you should know about nonqualified deferred compensation arrangements

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004068814 / 1995-06-01
Date of Publication:
April 18, 1995
Date of Creation:
1995
Title:
Key points you should know about nonqualified deferred compensation arrangements : important information for employee benefit decision-makers.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Managing the wealth you've accumulated in one security

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004068815 / 1995-06-01
Date of Publication:
April 6, 1995
Date of Creation:
1995
Title:
Managing the wealth you've accumulated in one security : alternatives that help meet personal investment goals.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Cash management services

The benefits of your money market fund may be greater than you realize

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004068816 / 1995-06-01
Date of Publication:
February 21, 1995
Date of Creation:
1995
Title:
The benefits of your money market fund may be greater than you realize.
Description:
Folder.
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' equity strategy and focus list

A self-described dose of relief

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004068817 / 1995-06-01
Date of Publication:
February 7, 1995
Date of Creation:
1995
Title:
A self-described dose of relief : popular pain relievers may cause future ailments.
Series:
Health exchange, a guide to good health for A. G. Edwards employees and their families
Description:
Folder.
Other Title:
Health exchange, a guide to good health for A. G. Edwards employees and their families
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Developing a sales presentation

Updates on current retirement plan topics

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004068818 / 1995-06-01
Date of Publication:
March 1, 1995
Date of Creation:
1995
Title:
Updates on current retirement plan topics.
Series:
RP news
Description:
Folder.
Number of similar titles:
5
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards investment seminar

New SEC regulation shortens time Wall Street has to settle transactions

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081313 / 1995-08-18
Date of Publication:
April 28, 1995
Date of Creation:
1995
Title:
New SEC regulation shortens time Wall Street has to settle transactions.
Series:
For your investing WALLst
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social Security and retirement planning

Timeless strategies for uncertain markets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081314 / 1995-08-18
Date of Publication:
May 2, 1995
Date of Creation:
1995
Title:
Timeless strategies for uncertain markets : a special report from A. G. Edwards.
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Stock market risk

T+3 shortened settlement now in effect

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081315 / 1995-08-18
Date of Publication:
July 19, 1995
Date of Creation:
1995
Title:
T+3 shortened settlement now in effect.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Estate planning checklist

This money could already be working for you in your A. G. Edwards account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081316 / 1995-08-18
Date of Publication:
May 22, 1995
Date of Creation:
1995
Title:
This money could already be working for you in your A. G. Edwards account.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security and your retirement

FundTrust plan mutual fund selections

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081317 / 1995-08-18
Date of Publication:
July 7, 1995
Date of Creation:
1995
Title:
FundTrust plan mutual fund selections.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The investor's guide to the heart

In less than a month, "T+3" will require changes in trade settlement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081318 / 1995-08-18
Date of Publication:
May 16, 1995
Date of Creation:
1995
Title:
In less than a month, "T+3" will require changes in trade settlement.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Transportation finance expertise

Services for stock investors--achieving the full-service advantage

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081320 / 1995-08-18
Date of Publication:
May 30, 1995
Date of Creation:
1995
Title:
Services for stock investors--achieving the full-service advantage.
Description:
12 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company confidential personal and financial survey

Will you achieve the three most important goals for individual investors today?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081321 / 1995-08-18
Date of Publication:
July 26, 1995
Date of Creation:
1995
Title:
Will you achieve the three most important goals for individual investors today?
Application Title:
Prospecting mailer for illustrations & modeling.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Planning your estate

Dollar cost averaging

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081323 / 1995-08-18
Date of Publication:
June 14, 1995
Date of Creation:
1995
Title:
Dollar cost averaging.
Description:
4 p.
Number of similar titles:
3
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Important information you should know if you own utility stocks

Flying high--where do we go from here?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081324 / 1995-08-18
Date of Publication:
July 5, 1995
Date of Creation:
1995
Title:
Flying high--where do we go from here?
Application Title:
Statement enclosure--flying high, where do we go from here?
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Life insurance

It may no longer be practical to hold certificates yourself

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081325 / 1995-08-18
Date of Publication:
June 2, 1995
Date of Creation:
1995
Title:
It may no longer be practical to hold certificates yourself.
Application Title:
Street name advocacy certificate insert.
Description:
2 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

Will you achieve the three most important goals for individual investors today?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081326 / 1995-08-18
Date of Publication:
July 26, 1995
Date of Creation:
1995
Title:
Will you achieve the three most important goals for individual investors today?
Application Title:
Prospecting mailer for illustrations & modeling.
Description:
Folder.
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

Understanding total return--a combination of income and growth

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081327 / 1995-08-18
Date of Publication:
July 16, 1995
Date of Creation:
1995
Title:
Understanding total return--a combination of income and growth.
Description:
3 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Municipal bonds, an investment for tax-free income

Answers to commonly asked questions about charitable remainder trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081329 / 1995-08-18
Date of Publication:
July 7, 1995
Date of Creation:
1995
Title:
Answers to commonly asked questions about charitable remainder trusts.
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans overview

TrustFund plan important grantor information

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004081330 / 1995-08-18
Date of Publication:
July 11, 1995
Date of Creation:
1995
Title:
TrustFund plan important grantor information.
Application Title:
Trust mutual fund preference questionnaire (BFTQ)
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: You're safe with treasury zeros

Full-service IRA

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004267269 / 1995-02-21
Date of Publication:
January 11, 1995
Date of Creation:
1995
Title:
Full-service IRA : making the right moves toward a secure retirement.
Application Title:
Your IRA : an individual plan for your retirement; IRAs--a tax-advantaged way to plan a more secure retirement; IRAs : tax-advantaged investing for retirement.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1991, TX 3-111-474 et al.
Description:
15 p.
Number of similar titles:
2
Other Title:
Your IRA
IRAs--a tax-advantaged way to plan a more secure retirement
IRAs : tax-advantaged investing for retirement
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards municipal finance

Full-service IRA

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004779737 / 1998-03-09
Date of Publication:
December 26, 1997
Date of Creation:
1997
Title:
Full-service IRA : making the right moves toward a secure retirement.
Basis of Claim:
New Matter: additional text.
Previous Registration:
Prev. reg. 1995, TX 4-057-480.
Description:
24 p.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

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