AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, May 4th, 2019 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, May 4,  9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

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

PRESENTATION TOPIC--  Tax-Efficient Withdrawal Strategies

PRESENTATION OVERVIEW: 
Retirees with assets in different types of accounts (tax-deferred, taxable and Roth) can take advantage of those accounts’ tax characteristics. A tax-efficient withdrawal strategy can extend the life of your portfolio and preserve assets for your heirs.

ATTEND THIS MEETING TO LEARN: 
1. Ways to improve on the conventional strategy of drawing on a taxable account first, followed by tax-deferred and then Roth.
2. How you may be able to take advantage of income in a low tax bracket or tax-free capital gains.
3. Which assets to withdraw and which assets to leave to your heirs.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Roger Young, CFP
Senior Financial Planner, T. Rowe Price

www.troweprice.com 

Roger Young

Speaker Biography:
Roger Young is Vice President and senior financial planner with T. Rowe Price Associates in Owings Mills, Md. Roger draws upon his previous experience as a financial adviser to share practical insights on retirement and personal finance topics of interest to individuals and advisers. Roger has master's degrees from Carnegie Mellon University and the University of Maryland, as well as a BBA in accounting from Loyola College (Md.). He has earned the CERTIFIED FINANCIAL PLANNER™ designation and is a Series 7 and 66 registered representative.

A father of three, Roger supports organizations that benefit young people and serves on the board of directors for Junior Achievement of Central Maryland.

Charge/Fee: 
$10 per person at-the-door if you are not pre-registered

Pre-registration for this meeting is closed as of Noon on Friday, May 3

You may attend the meeting and register at-the-door at the $10 level

Thank you.



Copyright 2019 Michael B. Herr. All rights reserved.

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