Understanding the effect of beneficiary designation on mandatory retirement account distributions part 3





Core equity managed account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095855 / 1995-06-01
Date of Publication:
March 28, 1995
Date of Creation:
1995
Title:
Core equity managed account : investing in large companies with substantial competitive advantages.
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 money market fund & account choices

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



Aggressive equity managed account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095856 / 1995-06-01
Date of Publication:
March 28, 1995
Date of Creation:
1995
Title:
Aggressive equity managed account : uncovering substantially discounted opportunities.
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

Debt service and reserve funds

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095857 / 1995-06-01
Date of Publication:
March 31, 1995
Date of Creation:
1995
Title:
Debt service and reserve funds : strategies to enhance yields for municipal issues.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Estate planning checklist for ...

Convertible securities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095858 / 1995-06-01
Date of Publication:
March 31, 1995
Date of Creation:
1995
Title:
Convertible securities : fixed-income investments with appreciation potential.
Description:
12 p.
Number of similar titles:
2
Similar Title:
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Strategies

A sweeping industry change will make your money market account even more important

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095859 / 1995-06-01
Date of Publication:
February 25, 1995
Date of Creation:
1995
Title:
A sweeping industry change will make your money market account even more important.
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

Investment philosophy

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095860 / 1995-06-01
Date of Publication:
April 3, 1995
Date of Creation:
1995
Title:
Investment philosophy : why you can trust the discipline of your investment managers.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards

Are your investments overwhelming you with 1099s?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095861 / 1995-06-01
Date of Publication:
February 24, 1995
Date of Creation:
1995
Title:
Are your investments overwhelming you with 1099s?
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards & Sons, Inc., financial planning seminars

Corporate valuation services

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095862 / 1995-06-01
Date of Publication:
February 21, 1995
Date of Creation:
1995
Title:
Corporate valuation services : how A. G. Edwards can help in determining a value for a business.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Pathways

Benefits of "street name" registration

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004095863 / 1995-06-01
Date of Publication:
April 28, 1995
Date of Creation:
1995
Title:
Benefits of "street name" registration : an investor service for safekeeping and convenience.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Commonwealth Trust, meeting your financial and estate needs today and tomorrow

Double delight

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004167802 / 1995-11-20
Date of Publication:
October 2, 1995
Date of Creation:
1995
Title:
Double delight.
Application Title:
Post T+3 confirm insert "Double delight".
Description:
2 p.
Number of similar titles:
11
Similar Title:
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Investment adviser search information

Not every oyster has a pearl

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004167803 / 1995-11-20
Date of Publication:
October 2, 1995
Date of Creation:
1995
Title:
Not every oyster has a pearl.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

What you should understand about your Section 457 plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004167804 / 1995-11-20
Date of Publication:
August 9, 1995
Date of Creation:
1995
Title:
What you should understand about your Section 457 plan.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards' investment banking analyst program

Planning for financial success

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004167806 / 1995-11-20
Date of Publication:
August 30, 1995
Date of Creation:
1995
Title:
Planning for financial success : important information for women investors.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Fixed income analysis

And many happy returns

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004167807 / 1995-11-20
Date of Publication:
October 6, 1995
Date of Creation:
1995
Title:
And many happy returns.
Application Title:
A.G. Edwards Christmas cards "And many happy returns".
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for businesses

Transfer 24

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209646 / 1996-01-22
Date of Publication:
November 14, 1995
Date of Creation:
1995
Title:
Transfer 24 : funds transfer service enrollment application.
Description:
Brochure + application.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Agency pass-through securities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209647 / 1996-01-22
Date of Publication:
December 11, 1995
Date of Creation:
1995
Title:
Agency pass-through securities : providing monthly income with competitive yields.
Description:
Brochure.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: U.S. Government securities funds

Asset performance monitor

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209648 / 1996-01-22
Date of Publication:
December 4, 1995
Date of Creation:
1995
Title:
Asset performance monitor : a service for evaluating and monitoring private money managers.
Description:
Brochure.
Number of similar titles:
6
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Managing your time and effort through PenTrust employee benefit services

Professional portfolio management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209726 / 1996-01-22
Date of Publication:
November 7, 1995
Date of Creation:
1995
Title:
Professional portfolio management : the A. G. Edwards managed account.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1993, TX 3-538-353.
Description:
8 p.
Number of similar titles:
2
Variant title:
Professional portfolio management : the A. G. Edwards managed account
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

Making the most of your charitable giving

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209727 / 1996-01-22
Date of Publication:
October 15, 1995
Date of Creation:
1995
Title:
Making the most of your charitable giving : understanding the rules for transferring assets to charity.
Basis of Claim:
New Matter: revisions & updating.
Previous Registration:
Prev. reg. 1990, TX 2-983-630.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

For your investing

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209729 / 1996-01-22
Date of Publication:
October 27, 1995
Date of Creation:
1995
Title:
For your investing.
Description:
Advertisement.
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)

Alternative financing strategies for debt issuers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209730 / 1996-01-22
Date of Publication:
November 3, 1995
Date of Creation:
1995
Title:
Alternative financing strategies for debt issuers : reducing negative arbitrage.
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: Municipal bonds, an investment for tax-free income

Understanding the effect of beneficiary designation on mandatory retirement account distributions

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209731 / 1996-01-22
Date of Publication:
November 9, 1995
Date of Creation:
1995
Title:
Understanding the effect of beneficiary designation on mandatory retirement account distributions.
Description:
5 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Spectrum

Tax saver

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209732 / 1996-01-22
Date of Publication:
November 13, 1995
Date of Creation:
1995
Title:
Tax saver : how to cut taxes and help increase investment returns : November 1995.
Description:
7 p.
Variant title:
Tax saver : how to cut taxes and help increase investment returns
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Health exchange

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004209733 / 1996-01-22
Date of Publication:
December 18, 1995
Date of Creation:
1995
Title:
Health exchange : make it a season to remember.
Description:
Folder.
Number of similar titles:
7
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards & Sons, Inc., financial planning seminars

Endowed facilities program

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004222023 / 1996-03-07
Date of Publication:
December 15, 1995
Date of Creation:
1995
Title:
Endowed facilities program.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

The A.G. Edwards Managed Account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004222043 / 1996-03-07
Date of Publication:
December 22, 1995
Date of Creation:
1995
Title:
The A.G. Edwards Managed Account : professional money management with A. G. Edwards expertise.
Description:
Folder.
Number of similar titles:
4
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

UltraAsset

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004222045 / 1996-03-07
Date of Publication:
February 2, 1996
Date of Creation:
1996
Title:
UltraAsset : the preferred account for select investors.
Description:
12 p.
Variant title:
UltraAsset : the preferred account for select investors
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards account choices

APM reference list manager matrix

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004238097 / 1996-12-12
Date of Publication:
October 4, 1996
Date of Creation:
1996
Title:
APM reference list manager matrix.
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: The Better way to buy your next CD

Using lifetime gifts to reduce your estate tax burden

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004238098 / 1996-12-12
Date of Publication:
August 19, 1996
Date of Creation:
1996
Title:
Using lifetime gifts to reduce your estate tax burden : an informational report from private client services.
Application Title:
Financial planning series: no. 7; Reducing your estate through lifetime gifts.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1990, TX 2-836-616.
Description:
Folder.
Other Title:
Financial planning series: no. 7
Reducing your estate through lifetime gifts
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards broker workstation

Core equity managed account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004633523 / 1997-08-15
Date of Publication:
May 2, 1997
Date of Creation:
1997
Title:
Core equity managed account.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1995, TX 4-095-855.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Now is the time to make your move

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