The Tax Change Benefits of EGTRRA, from John Hancock Funds. A mini-let measuring 21" x 9 " that's folded into thirds. Within its six pages you'll learn about the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) and the opportunities it offers investors to save and plan for their retirements. This piece is easy to read thanks to the at-a-glance charts showing things such as the new contribution and catch-up for IRAs, Roth IRAs, 401(k)s and Simple IRAs. There's also info about vesting, tax rates and more. Order this one today!

Seven Key Tax Tips for Mutual Fund Investors, from American Century's Education & Guidance Series; Financial FYI. This 8 1/2" x 11", one-page, two-sided report is a must have for new fund investors. Taxes for fund investors can be a pain--- particularly if youâre not organized. The seven points in this piece are great guides and include keeping good records; not forgetting reinvested dividends and reviewing your withholding or estimated tax payments if youâve made a big sale during the year.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Tax Strategies for Capital Gain and Income Distributions, from American Century's Education & Guidance Series; Financial FYI. This 8 1/2" x 11", one-page, two-sided report will clear up the mystery of why fund investors must pay taxes on the cap gains and dividend distributions their funds kick off. FYI, these distributions are subject to federal income taxes and may be subject to state and local taxes whether you reinvest them or take them in cash. Wanna learn more? Order this piece.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Consider Taxes When Making Investment Decisions, from American Century's Education & Guidance Series; Financial FYI. This is a 8 1/2" x 11", one-page, two-sided report. For the fund investor there is no escaping taxes----sooner or later they come due. There are, however, some funds that are more tax efficient than others. And, some that limit the buying and selling of securities in the fund's portfolio. For more information, order this.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Review Your Financial Plan for Impact of 2001 Tax Act, from American Century's Education & Guidance Series; Financial FYI. A 8 1/2" x 11", one-page, two-sided report with charts showing---among other things--- the new individual tax rates effective from July 1, 2001 through 2006; estate tax exemptions for 2002 through 2010, and the IRA limits for years 2002 through 2008. Plenty of solid information here that's easy to read and understand, too.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Calculate Cost Basis to Determine Capital Gain, from American Century's Education & Guidance Series; Financial FYI. This 8 1/2" x 11", one-page, two-sided report addresses what can be a complicated subject---determining cost basis. The IRS allows investors to choose among four different methods of calculating cost basis: the average cost, single category; average cost, double category; specific share identification; and first-in, first-out (FIFO). While this piece is an overview and can't tell which method is best for you---you'll have to ask your accountant for that information---it's full of good info.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Taming Taxes in Retirement, IRAs and the IRS, from American Century's Education & Guidance Series. A 16-page, 8 1/2" x 10 7/8" booklet that looks at things like the advantages of IRAs and IRA rollovers and what you can do to postpone paying taxes on employer retirement plan distributions. You'll also find a chart showing the calculations for the required minimum distribution requirements as well as a one to help to you calculate how long your monies will last during your retirement years. Good, helpful stuff.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

Rollover Tax Facts, from American Century's Education & Guidance Series. A laminated 4 1/4" x 9 3/4", printed on 2-sides card that's a quick and easy reference guide to help you decide what to do with your retirement account when changing jobs or retiring. It shows five different "benefit and consideration" scenarios. Three of them are withdrawing cash from your retirement plan; rolling money over into a new employer's plan; and, indirect rollovers into an IRA. This is a short, sweet, and to the point piece that's a great reference guide.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

2001 Mutual Fund TAX GUIDE; A Helpful Guide to Understanding Your Tax Forms, from American Century's Education & Guidance Series. An 8 1/2" x 10 7/8", 20-page booklet that you'll want to keep and are likely to look at year after year. Included is information about current tax developments, mutual fund distributions and calculating capital gains and losses. Particularly impressive are the detailed explanations about the 1099-DIV, 1099-B, 1099-R and5498 tax forms. Get this one.

To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.

New Tax Law Changes, from Strong Funds. This 25 " x 5 1/4" piece, folded into thirds, highlights the new tax law changes specifically targeting retirement accounts. There's info about the increases of annual contributions into IRAs, 401 (k)s and Education IRAs as well as a Q & A section. Did you know that 401(k) and 403 (b) contribution limits increased to $11,000 in 2002 and will increase to $15,000 in 2006? You can learn more in this compact piece.

To obtain this piece free, call Strong Funds at 800-368-6860 and request it by title.