The Financial and Personal Security Letter
Dick Young grew up in Shaker Heights, Ohio, graduated from Babson College in Wellesley, Massachusetts, with a B.S. in investments, began his investment career in 1964 with Clayton Securities in Boston, and founded Young Research & Publishing, Inc. in 1978 to publish Young's World Money Forecast. More »
[Intelligence Report] has allowed me to find a dividend return, while also seeing the growth of companies invested in. Being over 70½, I've had to withdraw a certain percentage each year from my rollover IRA…I've given most of these funds to various charities directly from the IRA, and still have seen my IRA gain year after year. I would recommend that others emulate the idea of giving direct from their IRA, and thus cut down on their taxable income by not having the IRA funds added to it, but going directly to a charity (check this part out with your CPA).
Dick's philosophy is, for the most part, the same as mine…I enjoy reading his ventures as well.
Lake San Marcos, CA