STATE STREET RESEARCH ADDS COMPREHENSIVE ON-LINE TAX RESOURCE TO WEBSITE
Tax Center Offers Information and Tools to Prepare for Tax Season
BOSTON, Mass., March 18, 2002 - State Street Research & Management
Company, one of the nation's oldest investment managers, announced today the
addition of a comprehensive on-line tax resource center to help shareholders
prepare filings for the 2001 tax season. The resource is available on the
firm's website at www.ssrfunds.com and is accessed by clicking on the Tax
Center icon. Features of the Tax Center include:
- A Guide to the Economic Growth and Tax Relief Reconciliation Act of
2001, the largest change in tax regulation in 20 years.
- 2001 Actual Year-End Capital Gains Distributions for State Street
Research Mutual Funds.
- A Tax Season Checklist to help identify important data and financial
information to incorporate into your filing.
- Access to Quicken* TurboTax Premium for the WebSM, which guides
taxpayers step-by-step through both federal and state returns on-line.
Shareholders can use the instant data entry feature, which will enter
important tax information automatically into the system, including dividends
and capital gains from State Street Research.
- Frequently Asked Questions.
"With the recent changes in the tax law, State Street Research wanted to
create a valuable planning tool for our shareholders that would guide them
through these changes and be a centralized resource to prepare for the
filing season," said Kevin Wilkins, executive vice president, retail
distribution and corporate strategic planning for State Street Research.
State Street Research & Management Company, with a history dating back to
1924, is one of the nation's first investment management organizations. The
Boston-based company actively manages stock, bond and balanced portfolios
for both institutional and individual investors. As of February 28, 2002,
State Street Research managed $45.7 billion in assets, of which $28.3
billion represented institutional clients and $17.4 billion represented
mutual fund and variable annuity portfolios. The firm manages pension money
for many of the largest U.S. corporate pension plans and traces many of its
institutional client relationships back more than 30 years. State Street
Research also manages money for union programs, public employee pension
plans, mutual funds for over 649,000 shareholder accounts, as well as
individually managed accounts for affluent investors. The firm's Web site
address is www.ssrfunds.com.
