Aug 23, 2019
David Brown, professor of Finance at the University of Arizona, presents "Tax Uncertainty and Retirement Savings Diversification". He suggests that investors may be benefited by diversifying not only investment types, but tax approaches. So, how much to approach the question of Roth vs Traditional contributions? ...
Aug 9, 2019
Hear from Shaun Erickson, the chapter's Advocacy Director about the Advocacy Committee's work and benefits. That leads to a discussion with Bill Harris, chapter Past-President (2017) about his proposed legislation to permit IRA contributions to be eligible for a tax deduction in Massachusetts. State Representative,...