Newton Retirement Planning Club April Meeting
Caro
Planning Club
Wednesday, April 21st at 7:00 pm in the Druker Auditorium of the
Newton Free Library.
At this meeting Richard Suder, an experienced independent financial
advisor and Newton resident will speak on
"IRA and 401k plans, their part in your retirement & estate plans"
Richard will give an overview of Traditional and Roth IRA, as well as
401k and 403b plans and the reasoning for a Rollover and/or Conversion
between various plans. Other retirement account characteristics such
as contribution limits, deductibility, tax inheritance issues, and
Required Minimum Distribution (RMD) will be highlighted. Questions
and group discussion after the presentation are encouraged.
As the club Google website gets up and running, please visit for
updates on meeting information, discussions and information.
http://groups.google.com/group/nrp_club?hl=en
Regards,
Carole
Volunteer Coordinator whom you can reach with comments or questions at
pluml...@gmail.com