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Box 7

 Container

Contains 52 Results:

IRA withdrawal articles, clippings, forms, and notes, 1982-1994, undated

 File — Box: 7, Folder: 17
Dates: 1982-1994, undated
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Social Security Taxes on Wages, undated

 File — Box: 7, Folder: 18
Dates: undated
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

IRS Publication 930 "1987 Required Distributions from Individual Retirement Arrangements (IRAs)" and publication 575 "Pension and Annuity Income", 1987

 File — Box: 7, Folder: 19
Dates: 1987
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

IRA Direct rollover information, 1992-1993

 File — Box: 7, Folder: 20
Dates: 1992-1993
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Articles, letters, notes, tax forms, correspondence, and a brochure about the 15% excise tax or "grandfather rule", 1987-1989

 File — Box: 7, Folder: 21
Dates: 1987-1989
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Retirement planning and tax documents and notes, 1986, 1990-1997, undated

 File — Box: 7, Folder: 22
Dates: 1986, 1990-1997, undated
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Lists of books gifted by Rockwell, 1995-1996

 File — Box: 7, Folder: 23
Dates: 1995-1996
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Day planner and notes, 1999

 File — Box: 7, Folder: 24
Dates: 1999
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Notes, calendar pages, and ephemera, 1985-2001, undated

 File — Box: 7, Folder: 25
Dates: 1985-2001, undated
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Notes, 1995-2001

 File — Box: 7, Folder: 26
Dates: 1995-2001
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Anecdotes and quotes about retirement, taxes, and money, 1991, undated

 File — Box: 7, Folder: 27
Dates: 1991, undated
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Stock dividends and Bank of the United States million dollar check, 1840, 1931-1947

 File — Box: 7, Folder: 28
Dates: 1840, 1931-1947
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

Photocopy of business cards for Tom Kennedy and Herbert N. Lackshin, 1995-1996

 File — Box: 7, Folder: 29
Dates: 1995-1996
Scope and Contents From the Sub-Series:

Oppenheimer client information, agreements, memos, production runs, information about Oppenheimer services, brochures, articles and presentation materials by Rockwell, conference materials, professional resources, calendars, and other administrative documents.

A, 1980-1990, undated

 File — Box: 7, Folder: 30
Dates: 1980-1990, undated
Scope and Contents From the Sub-Series:

Rockwell's professional correspondence at Oppenheimer.

AARP, 2000

 File — Box: 7, Folder: 31
Dates: 2000
Scope and Contents From the Sub-Series:

Rockwell's professional correspondence at Oppenheimer.