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The AAII Columbus Chapter presents...


"Strategies to Take Full Advantage of Aftertax Money Using IRAs and 401(k) Investments"

    Discussed by:

    Tom Davison MA, Ph.D., CFP & Joseph M. Reardon, CFP, CRPS
    Registered Financial Advisors

Dr. Davison and Mr. Reardon will discuss various strategies to help investors maximize their aftertax income and minimize their taxes through a thoughtful utilization of available investment vehicles. While Roth IRAs are powerful investment tools, they may not be right for everyone. Emphasis will be placed on taking advantage of aftertax money focusing on strategies, not rules. Individuals are encouraged to bring their tax returns and questions.

Attend This Meeting and Learn...
Why you may want to convert to a Roth IRA even if your tax rates drop
Why married couples may be especially interested in Roth conversions
What assets should be in taxable accounts, IRAs and Roths

  MEETING DETAILS
Date:
Wednesday, October 27, 2010
Time:
6:30 – 7:00 p.m.    Happy Hour
7:00 – 8:00 p.m.    Dinner
8:00 – 9:00 p.m.    Program
Location:
P.K. O’Ryans Irish Pub and Restaurant
666 High Street
Worthington, Ohio 43085
(614) 436-0139
[ Map This Location ]
Payment:
At the Door
Everyone, pay for own meal from the restaurant menu. There are no other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or e-mail Doug Smith by three days prior to meeting date, to give us an idea of how many people will be attending the meeting.
Telephone number: 614/885-1480; e-mail:
stocksmith@hotmail.com.

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