The AAII Silicon Valley Chapter presents...

"Taxes, Traps and Your IRA"

    Discussed by:

    Angela Wong
    Angela Wong, CPA

You’ve worked hard to accumulate your Individual Retirement Accounts (IRAs). Are you aware of common mistakes that can turn your IRAs into an IOU to Uncle Sam or wipe out the inheritance to your heirs? This presentation will show you how to avoid tax traps and make your IRAs a multi-generation legacy.

Attend This Meeting and Learn...
What tax traps exist that can impact your IRA
How to avoid these traps and protect your IRA
How to fully exploit the tax advantages of your IRA

Saturday, November 9, 2013
9:00 a.m.    Registration/Social (coffee & tea; no breakfast)
9:30 a.m.    Program
11:00 a.m.    Q&A
San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 11/2
or Online by 11/5)
Everyone, $25/person
Late Registration (Online by 11/7) Everyone, $35/person
Register online at

At the Door
Space permitting.
Everyone, $35/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch,
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.

Computerized-Mechanical Investing Group
Allan Zmyslowski,
Meets monthly at a local library. See for group information and upcoming meeting details. The group discusses and presents ideas on how to use computers in investing. The group has a definite mechanical investing flavor, focusing on a variety of rules, algorithms, programs and computerized investing tools.

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