Understanding the effect of beneficiary designation on mandatory retirement account distributions





Investment advisor search information

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003888723 / 1994-10-27
Date of Publication:
September 7, 1994
Date of Creation:
1994
Title:
Investment advisor search information : Asset Performance Monitor service for fiduciaries.
Description:
11 p.
Number of similar titles:
3
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Capital markets review

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



HighEdit, version 1.0

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003920034 / 1994-10-27
Date of Publication:
August 23, 1994
Date of Creation:
1994
Title:
HighEdit, version 1.0 : user's manual.
Description:
1 v.
Variant title:
HighEdit, version 1.0 : user's manual
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Quick reference card on the defined portfolios order entry system

An investment broker's guide to trusts and types of ownership

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003921900 / 1994-10-27
Date of Publication:
September 26, 1994
Date of Creation:
1994
Title:
An investment broker's guide to trusts and types of ownership.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: What can I do now to help me pay less taxes next year?

Health exchange

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003922393 / 1994-10-27
Date of Publication:
August 29, 1994
Date of Creation:
1994
Title:
Health exchange : a guide to good health for A. G. Edwards employees and their families, August 1994.
Description:
Folder.
Number of similar titles:
7
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: How do you know if you've chosen the right trustee?

Introduction to A. G. Edwards and Sons, Inc., independent school finance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003922396 / 1994-10-27
Date of Publication:
October 4, 1994
Date of Creation:
1994
Title:
Introduction to A. G. Edwards and Sons, Inc., independent school finance.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Municipal bonds

Workstation words

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003922397 / 1994-10-27
Date of Publication:
September 8, 1994
Date of Creation:
1994
Title:
Workstation words.
Description:
5 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Financial planning strategies

Broker vision user's manual, version 1.0

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003922463 / 1994-10-27
Date of Publication:
August 24, 1994
Date of Creation:
1994
Title:
Broker vision user's manual, version 1.0.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: U.S. Government securities funds

Financial horizons disclosure document

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003954456 / 1994-12-22
Date of Publication:
October 11, 1994
Date of Creation:
1994
Title:
Financial horizons disclosure document.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Thank you

Tax saver

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003954457 / 1994-12-22
Date of Publication:
November 7, 1994
Date of Creation:
1994
Title:
Tax saver : how to cut taxes and increase investment returns : 1994 tax year.
Description:
11 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Business valuations ; knowing the value of your company

How are you settling this transaction?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003954532 / 1994-12-22
Date of Publication:
October 24, 1994
Date of Creation:
1994
Title:
How are you settling this transaction?
Description:
2 p.
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

The REIT way to invest

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003955573 / 1994-08-17
Date of Publication:
June 23, 1994
Date of Creation:
1994
Title:
The REIT way to invest.
Description:
Videocassette.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards account choices

Employee stock purchase plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003960336 / 1995-02-21
Date of Publication:
December 28, 1994
Date of Creation:
1994
Title:
Employee stock purchase plan : an easy way to establish and maintain a periodic purchase plan.
Description:
Brochure.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards school district finance

Sample investment policy statement for qualified plans (employer-directed investment guidelines)

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003968362 / 1994-12-22
Date of Publication:
November 8, 1994
Date of Creation:
1994
Title:
Sample investment policy statement for qualified plans (employer-directed investment guidelines)
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Pathways

Broker Vision training workbook

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003968363 / 1994-12-22
Date of Publication:
November 28, 1994
Date of Creation:
1994
Title:
Broker Vision training workbook : version 1.0.
Description:
89 p.
Variant title:
Broker Vision training workbook : version 1.0.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Illustrations & modeling

Establishing and administering an employee stock purchase plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003968364 / 1994-12-22
Date of Publication:
December 12, 1994
Date of Creation:
1994
Title:
Establishing and administering an employee stock purchase plan.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Stock market risk

Health exchange

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003968365 / 1994-12-22
Date of Publication:
December 1, 1994
Date of Creation:
1994
Title:
Health exchange.
Description:
Folder.
Number of similar titles:
7
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Executive compensation arrangements

Managing large retirement plan distributions and the excise tax

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003968557 / 1994-12-22
Date of Publication:
October 12, 1994
Date of Creation:
1994
Title:
Managing large retirement plan distributions and the excise tax.
Description:
16 p.
Number of similar titles:
1
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

Derivative solutions

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994665 / 1995-02-21
Date of Publication:
December 15, 1994
Date of Creation:
1994
Title:
Derivative solutions : an objective approach for issuers and investors.
Description:
Folder.
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

Treating this confirmation like an invoice could be a mistake

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994667 / 1995-02-21
Date of Publication:
December 21, 1994
Date of Creation:
1994
Title:
Treating this confirmation like an invoice could be a mistake.
Description:
2 p.
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

Does it make sense to hold certificates yourself?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994668 / 1995-02-21
Date of Publication:
December 21, 1994
Date of Creation:
1994
Title:
Does it make sense to hold certificates yourself?
Description:
2 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

Inside, a winning strategy to help you move toward retirement security

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994669 / 1995-02-21
Date of Publication:
January 9, 1995
Date of Creation:
1995
Title:
Inside, a winning strategy to help you move toward retirement security.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

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

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994670 / 1995-02-21
Date of Publication:
January 19, 1995
Date of Creation:
1995
Title:
The benefits of your money market fund may be greater than you realize.
Description:
2 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Asset allocation with mutual funds, variable annuities, and variable life insurance

Establishing and administering an employee stock purchase plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994671 / 1995-02-21
Date of Publication:
December 20, 1994
Date of Creation:
1994
Title:
Establishing and administering an employee stock purchase plan : important information for employee benefit decision-makers.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Fixed income analysis

An economic and market outlook for 1995

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003994672 / 1995-02-21
Date of Publication:
January 17, 1995
Date of Creation:
1995
Title:
An economic and market outlook for 1995 : a special report from A. G. Edwards.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The investor's guide to the heart

[1994 Main Street with A. G. Edwards office Christmas card.]

Type of Work:
Art work
Registration Number / Date:
TX0003996197 / 1994-10-27
Date of Publication:
September 16, 1994
Date of Creation:
1994
Title:
[1994 Main Street with A. G. Edwards office Christmas card.]
Copyright Note:
C.O. correspondence.
Description:
Art reproduction.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Transportation finance expertise

[1994 candy cane Christmas card.]

Type of Work:
Art work
Registration Number / Date:
TX0003996198 / 1994-10-27
Date of Publication:
September 16, 1994
Date of Creation:
1994
Title:
[1994 candy cane Christmas card.]
Copyright Note:
C.O. correspondence.
Description:
Art reproduction.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the Monthly Accumulation Plan (MAP)

Understanding mutual funds

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004049073 / 1995-06-01
Date of Publication:
April 26, 1995
Date of Creation:
1995
Title:
Understanding mutual funds : a convenient way to own a diversified portfolio.
Description:
12 p.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Illustrations & modeling

Think of a confirmation as a receipt, not a bill

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004049075 / 1995-06-01
Date of Publication:
February 21, 1995
Date of Creation:
1995
Title:
Think of a confirmation as a receipt, not a bill.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards

1995 tax and financial planning tables

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004049076 / 1995-06-01
Date of Publication:
March 3, 1995
Date of Creation:
1995
Title:
1995 tax and financial planning tables : important tax rate information for investors.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Tax and financial planning tables
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the monthly accumulation plan (MAP)

1995 retirement plans over

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004049078 / 1995-06-01
Date of Publication:
February 28, 1995
Date of Creation:
1995
Title:
1995 retirement plans over.
Description:
Folder.
Other Title:
Retirement plans overview
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement planning

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