Orange County Chapter Future Meetings
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The AAII Orange County Chapter presents...


"Tax Tips for Investors and Retirees"

    Discussed by:

    Herb Farrington, E.A., CFP
    Owner, Tax & Financial Services

Herb Farrington will discuss the three basic types of investment vehicles: taxable accounts (e.g., brokerage and bank accounts), tax-deferred accounts (401(k)s, IRAs, annuities), and tax-free accounts (Roth IRAs, municipal bonds). He will explain which investments should be used within each of those account types. We’ll update you on the current gift and estate tax laws and strategies for adapting to future changes to those laws. Farrington will discuss tax-efficient ways to schedule withdrawals from IRAs and whether you should do a Roth IRA conversion and give tax strategies for Social Security and Medicare including the upcoming “Obamacare/Medicare” tax on investment income. He will also provide updates on new and pending tax changes that affect investors and retirees.

Attend This Meeting and Learn...
Which investments should be used within each type of investment vehicle
Updates on current gift and estate tax laws
Tax-efficient ways to schedule withdrawals from IRAs

  MEETING DETAILS
Date:
Saturday, November 5, 2011
Time:
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Location:
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
714-754-5158
[ Map This Location ]

Payment:
At the Door, Everyone, $5/person

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