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From my IRA trust co., a letter dated Dec. 29 (arrived a few days ago):
From my IRA trust co., a Year-End 2008 Mutual Fund Statement (arrived today):
Of course, the real punchline is that they're doing a good job. (:
Dear IRA Investor:
In an uncertain market environment—like the one we've experienced over the past several months—it's more important than ever to continue to focus on your long-term goals such as retirement. That's why we would like to remind you that you have until April 15, 2009 to maximize your retirement savings by making a contribution to your IRA account(s) for the 2008 tax year.
From my IRA trust co., a Year-End 2008 Mutual Fund Statement (arrived today):
Activity Summary
This Quarter Year-to-Date Beginning Value $3,402.22 $0.00 Additions 0.00 4,000.00 Deductions 0.00 20.00 Income 34.18 34.18 Market Fluctuation -945.52 -1,523.30 Ending Value $2,490.88 $2,490.88 Net Change -$911.34 $2,490.88
Of course, the real punchline is that they're doing a good job. (: