Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

Please note, this event sells out quickly.
Register now!

Key Speakers Include:

Click here for a full list of speakers/topics.
« Back to Author Index

Alicia Waltenberger

Alicia Waltenberger is an estate and tax planning attorney and wealth planning specialist at TIAA-CREF. awaltenberger@tiaa-cref.org.


Articles by this Author


  1. Portfolio Strategies »

    New Rules for Converting to a Roth IRA

    The income restrictions have been lifted, but does converting to a Roth IRA make sense for you? Plus, find out why a recharacterization can give you even more flexibility for managing your tax exposure.

    January 2010 | Journal