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 Investment Professionals Access Account Open Account Fund PerformanceRetirement |
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At your service! |
 Lisa Minkley Shareholder Communications Supervisor |
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Q.
How can I take advantage of the new IRA contribution limits?
A. The ABC Investment Plan® makes it easy to contribute to your IRA, with automatic deductions from your bank account. Better yet, enter our All American IRA Sweepstakes for a $3,000 IRA for year 2002! For more information, check out www.usfunds.com.* Q. Will I receive a tax document for my U.S. Global Investors accounts? A. You will receive a tax document for your non-retirement account if you earned dividends or capital gains during 2000, or if you sold shares of your equity fund account. Dividends and capital gains are taxable whether paid in cash or reinvested. U.S. Global Investors mailed all 1099 forms before January 31, 2002. Q. Will I receive a tax document? A. IRS Form 5498 will be mailed to shareholders in the latter part of May. Form 5498 lists all 2001 contributions and rollovers done in 2001, as well as the balance of your IRA account as of December 31, 2001. * See page 6 for complete details. A program of regular investing doesn’t assure a profit or protect against a loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as periods of rising prices. |
