INSIDE
Winter 2008

Know Your IRA

New IRA Limits for 2008

Let Uncle Sam Help You
Save for Retirement

The Taxman Cometh –
Be Prepared

Board of Directors Candidates

Cast Your Ballot Online

Annual Meeting Announced

Watch Your Mailbox

Children:
The New Target for ID Theft

In Brief

We've broken ground
in Atascadero

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Know Your IRA

An individual retirement account (IRA) can help you work toward a financially secure retirement. An IRA at SESLOC allows you to build savings in a federally insured and tax-advantaged account. The NCUA insures all credit union deposits up to $100,000, and it covers IRAs up to $250,000 per member. More >
New IRA Limits for 2008

In 2008, the IRA contributions limit increases to $5,000. For those age 50 or over, the limit increases to $6,000. Automatic transfers or payroll deductions offer a way to steadily build your account this coming year. More >
Let Uncle Sam Help You Save
for Retirement

Saving money for retirement is always a good idea. But did you know that you may also qualify for a tax credit if you make contributions to an IRA or employer-sponsored plan? More >
The Taxman Cometh –
Be Prepared


The April 15 tax deadline is not too distant, and although preparing your tax return is probably not your favorite task, you can make it far less burdensome by being well-prepared. More >
Board of Directors Candidates

Victor A. Buccola, Barbara Melvin, Jim Park, Alden Shiers, Jerry Kaml and Y. Leon Maksoudian. More >
Cast Your Ballot Online

2008 elections for the Board of Directors will be conducted online by eVote. More >
Annual Meeting Announced

On Tuesday, March 18, all members are invited to the 66th Annual Meeting of Members at Cuesta College, San Luis Obispo Campus Conference Center, room 5401. More >
Watch Your Mailbox

Stealing mail to assume someone’s identity is big business anytime, anywhere in the United States. But tax season can be especially dangerous as W-2 forms and other sensitive information containing bank and Social Security numbers arrive in mailboxes. More >
Children:
The New Target for ID Theft


Identity thieves are increasingly setting their sights on children. Since children don't apply for credit, the identity theft may go unnoticed until they’re old enough to apply for credit. More >
In Brief:

Tax Refund Checks: Remember, both payees must endorse the check, and both names must be on the account to which the refund is deposited. More >


We've broken ground in Atascadero. Follow our progress at www.sesloc.org/locations.