Next Meetings

October 21, 2017

Topic:
"Morningstar's Best Ideas for 2018 and Beyond"
Presenter:
Christine Benz,
Director of Personal Finance, Morningstar
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 19/17/17 - $35.00 per person
Late registration on-line 10/18/17 until 10/20/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

Morningstar's Director of Personal Finance Christine Benz will share Morningstar's outlook for various parts of the stock market based on the firm's equity analysts' bottom-up research. She'll also discuss the analysts' best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange traded funds ( ETFs). Finally, she'll present model retirement portfolios consisting of the firm's top-rated mutual funds and exchange-traded funds.

Attend this meeting to learn:

  • Morningstar's philosophy for evaluating stocks, mutual funds and exchange-traded funds.
  • Morningstar's current assessment of the equity market, based on its bottom-up research.
  • Where Morningstar's analysts are finding opportunities today and how that translates into specific stock, mutual fund, and ETF picks.

Speaker Biography:

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com, focusing primarily on retirement planning and investment portfolio strategies. She is the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). In addition, Ms. Benz is co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success a national bestseller published in 2003, and author of the book's second edition which was published in 2005. Before assuming her current role in 2008, Ms. Benz also served as Morningstar's Director of mutual fund analysis.

Get reservation form
for October 21, 2017 meeting

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November 11, 2017

Topic:
"Maximize IRA Assets for You and Your Heirs"
Presenter:
Rachel Sheedy
Editor of Kiplinger's Retirement Report
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 11/7/17 - $35.00 per person
Late registration on-line 11/8/17 until 11/10/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time: 9:30 AM to 11:30 AM

Presentation Description:

Traditional IRAs and 401(k)s are called "tax deferred", rather than "tax-free", accounts for a good reason! You don't pay taxes on the money you deposit into them or the on profits that accumulate over the years, but you and/or your heirs do pay taxes, often at your (or their) highest ordinary income tax bracket on the money being taken out years later. Rachel Sheedy's years of researching and reporting will assist us, investors young and old, in understanding the facts and will offer some insightful strategies on how we might be able to minimize those taxes.

Attend this meeting to learn:

  • How a Roth account can benefit you and provide a tax-free legacy for your heirs.
  • What are key differences in IRA required minimum distributions (RMDs) and why they're so important to know!
  • The rules that apply to spouse and non-spouse beneficiaries who inherit an IRA is vital; and pick up some tips on the various strategies a non-spouse heir can use to maximize an inherited IRA.

Speaker Biography:

Rachel Sheedy is editor of Kiplinger's Retirement Report, a monthly publication for affluent subscribers planning for and living financially secure lives in retirement. She has written extensively on Social Security claiming strategies, rules and strategies for both Traditional and Roth IRAs, reverse mortgages and state taxes on retirees. Sheedy has served as the editor of Kiplinger.com's State-by-State Guide to Taxes on Retirees, which was a finalist for a Digital National Magazine Award in 2012. Prior to Kiplinger's, Sheedy worked for a New York Times regional newspaper and Dow Jones & Company. Sheedy has a master's degree from the Medill School of Journalism at Northwestern University and a bachelor's degree from Wake Forest University; she recently completed a summer publishing program at Yale School of Management.

Get reservation form
for November 11, 2017 meeting

Get driving directions to NVCC Campus from your location



Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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