campaigns : Campaign Archive

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This issue:
Mutual Funds
Deadline for IRA contributions
Dental Discount Plans

MUTUAL FUNDS STILL MAJOR CHOICE FOR RETIREMENT INVESTING
Americans are investing a greater share of their retirement savings in mutual funds. The number of mutual funds available through employer-sponsored plans continues to increase, and 25 percent of the $12.9 trillion retirement market was invested in mutual funds at the end of 2004.^1,2 Read more...

IRA CONTRIBUTIONS FOR TAX YEAR 2005
April 17th is the deadline for making a 2005 contribution. For both tax years 2005 and 2006, taxpayers can contribute up to $4000 to either a Traditional IRA or a Roth IRA. For those 50 and older, taxpayers can contribute up to $4500 for 2005 and $5000 for 2006.

Contact us to find out what IRA's, if any, you might be eligible for.
Contact us to determine if you have "maxed out" your eligible contributions for 2005 or 2006.

To help determine your eligibility, click here for our 2005 Tax Update cheatsheet or our IRA Eligibility Calculator .

Dental Discount Plan Saved Me a Bundle (warning: real story)
I'll admit it--I've never been much of a believer in dental insurance. By the time I paid the premiums, met the deductibles, and started receiving some benefit, I was spending more than if I had paid everything out-of-pocket!

Until I got this toothache a couple of weeks ago...Yesterday was my first root canal experience, which I'll spare you the details. Luckily, I asked if there was a dental discount network I could join. Bottom line: I saved $190 on my bill, and I still have 15 months left of my family benefit, with no waiting periods or plan maximums.

Check out plans in your area and search for your dentist here. Contact Matt or Jodi Girden at 630-779-9991 with any questions prior to purchasing online.