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Next Meeting

June 18, 2016

Topic:
"IRA Changes and Strategies You Must Know"
Presenter:
Bob Carlson,
Editor, Retirement Watch
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 06/14/16 - $35.00 per person
Late registration on-line 06/15/16 until 06/17/16 - $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
Details:
IRAs seem simple at first. Yet, they become complicated, especially as you near the distribution years. Plus, the IRS and Congress keep changing the rules. This presentation highlights the key issues involving IRAs with a focus on some important recent changes. Covered topics include required minimum distributions, Stretch IRAs, inheritances of IRAs, charitable contributions, and more.
Reasons to attend:
  • To learn the key strategies for limiting or reducing required minimum distributions.
  • To learn how to respond to the efforts to limit Stretch IRAs.
  • To learn who should consider making qualified charitable distributions from IRAs.
  • To learn how to maximize the tax benefits of your IRA and reduce the mortgage on your IRA.
  • To learn how to avoid penalties and taxes hidden in the tax code that trap many IRA owners.
  • To learn when it makes sense to convert a traditional IRA to a Roth IRA.

Bob Carlson is editor of the monthly newsletter and web site, Retirement Watch He also is Chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. The second edition of his book, The New Rule of Retirement, was just published, and the second edition of Personal Finance After 50 for Dummies was published in 2015.

Get reservation form
for June 18, 2016 meeting

Get driving directions to NVCC Campus from your location

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Next Investor Workshop


July 16, 2016

Presenter:
Dr. Alan Ellman
President of The Blue Collar Investor Corp.
Topic:
"How to Generate Monthly Cash Flow and Purchase Stocks at a Discount Using Two Low-Risk Option Strategies: Covered Call Writing and Selling Cash-Secured Puts"
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 07/12/16 - $53.00 per person
Late registration on-line 07/13/16 until 07/15/16 - $58.00 per person
At the door registration, space permitting - $63.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
Learn the three essential skills required to sell call and put options in a low-risk manner allowing either generation of monthly cash flow or purchase of stocks at a discount. Dr. Ellman will discuss stock selection, option selection and position management – including a discussion of a unique multi-tiered option strategy that incorporates both covered call writing and put selling into one investment approach.
Reasons to attend:
  • Learn the core principles related to covered calls and cash-secured puts.
  • Learn how to calculate option-selling returns.
  • Learn how to use stocks and ETFs you already own to generate income.
  • Learn how to generate income in this low-interest rate environment.
  • Free DVDs to all attendees.
  • Access to free covered call and put-selling calculators and many free resources

Dr. Ellman is President of The Blue Collar Investor Corporation and author of four best-selling books on the subject of covered call writing. His fourth book, Stock Investing For Students, is now required reading at the Stock Market Challenge – Honors College, University of Maryland. His fifth publication, Selling Cash-Secured Puts has also become a best seller. He has also produced several DVD educational programs on this subject. Over the past few years, Alan has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options. He is also a national speaker for The Money Show, the Stock Traders Expo and the American Association of Individual Investors. He writes weekly articles for his award-winning blog as well as various financial publications in the US and abroad. Alan wears many hats as he is also a retired general dentist, a licensed real estate salesperson, a certified personal trainer and has successfully completed the Series 65-Investment Advisor Rep requirements. Alan's passion is his desire to educate average retail investors on how to become CEOs of their own money using his favorite strategies … covered call writing and selling cash-secured puts.

Get reservation form
for July 16, 2016 meeting

Get driving directions to NVCC Campus from your location

Chapter Officers

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

Board of Directors

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

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


Links to
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Website
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  • Local Chapter