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At your service! |
 Lisa Minkley Shareholder Communications Supervisor |
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Q.
I’ve heard that Congress passed IRA tax law changes. How does this affect me?
A. Congress recently made comprehensive changes that could make retirement planning more advantageous for you! For a summary, visit us at www.usfunds.com. or call an investor representative at 1-800-US-FUNDS. Q. How can I invest to reach my long-term goals? I have heard that asset allocation is important. A. Asset allocation is a great way to work toward your long-term financial goals. Asset allocation allows you to reduce your investment risk while increasing your potential for return. For more information about how you can use asset allocation in your portfolio, visit our website at www.usfunds.com. Q. When is my IRA custodial fee due? A. The annual $10 IRA custodial fee is due by December 21, 2001. This fee applies to every IRA fund account that has been open during the year. Please mail a check to U.S. Global Investors, along with a letter or deposit slip listing all applicable account numbers. If we do not receive your payment by December 21, 2001, the fee will be deducted from your IRA account(s). |
