AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, March 11, 2017 meeting:
Your prompt response would be most appreciated.

DATE:
Saturday, Saturday, March 11, 9:45 A.M. Registration, 10:00 A.M. Main Presentation

PLEASE NOTE THAT THE MARCH MEETING IS ON THE 2nd SATURDAY OF THE MONTH

Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
 
(driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Maximize IRA Assets for You & Your Heirs

PRESENTATION OVERVIEW: 
Traditional IRAs and 401(k)s are called tax-deferred, rather than tax-free, accounts for a good reason. You donít pay taxes on the money you deposit into them or the profits that accumulate, but you and/or your heirs do pay taxesóat your/their highest ordinary income tax bracketóon the money going out. Listen to Rachel Sheedy show you how you might be able to minimize those taxes.

ATTEND THIS MEETING TO LEARN: 
1. How a Roth account can benefit you and provide a tax-free legacy for your heirs.
2. How IRA required minimum distributions (RMDs) differ from 401(k) RMDs.
3. The different rules that apply to spouse and to non-spouse beneficiaries who inherit an IRA, and how non-spouse heirs can maximize an inherited IRA.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Rachel Sheedy
Editor of Kiplinger's Retirement Report
www.kiplinger.com

Rachel Sheedy is editor of Kiplingerís Retirement Report, a monthly publication for affluent subscribers planning for and living financially secure lives in retirement.She has written extensively on Social Security claiming strategies, rules and strategies for IRAs and Roth IRAs, reverse mortgages, and state taxes on retirees. Sheedy has served as the editor of Kiplinger.comís State-by-State Guide to Taxes on Retirees, which was a finalist for a Digital National Magazine Award in 2012.Prior to Kiplingerís, Sheedy worked for a New York Times regional newspaper and Dow Jones & Company. She has a masterís degree from the Medill School of Journalism at Northwestern University and a bachelorís degree from Wake Forest University.

Charge/Fee: 
$5 per person and per guest with pre-registration before March 8th
$7 per person and per guest with pre-registration after March 8th
$10 per person at-the-door if you are not pre-registered

CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.




Please list the names of GUESTS that will be attending the meeting with you ($5 per guest if registered prior to 3/8):

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, March 11th meeting.

No I can not attend the meeting.




Copyright 2017 Michael B. Herr. All rights reserved.

This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.