April 2017 Chapter Meeting

IRA Changes and Strategies You Must Know 
(click for slides)

Robert Carlson
Editor, Retirement Watch

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, April 8 at 10:00AM
$5 at the door for everyone. No advanced reservations

IRAs often are among the most valuable assets people own. Yet, few people know how to optimize their IRAs. The result is lost opportunities and unnecessary taxes and penalties. We will cover investment strategies, required distributions, estate planning, what beneficiaries need to know, the best ways to take distributions, conversions to Roth IRAs, and more.

Attend this meeting and learn

  • Frequent, expensive mistakes and how to avoid them
  • Required minimum distribution problems and how to solve them
  • How to ensure your heirs get the most out of your IRA

Bob Carlson is editor of the monthly newsletter Retirement Watch and website www.RetirementWatch.com, covering all the financial issues of retirement and retirement planning. He’s also author of several books, including his latest, “The New Rules of Retirement,” Second Edition (Wiley, 2016). Carlson has been Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System.