• By Zachary Leonard
  • Posted Wednesday, February 10, 2016

Tax Free Investing & Roth IRA Information Sessions

Join us here at the Carver Library for our special tax-related investing programs, presented to you through the experienced financial advisors of Edward Jones Investment. All programs are free and open to the public.

Tax-free Investing: It's Not What You Make, It's What You Keep.
(Monday, February 22nd @ 6:30pm)
$Tax-advantaged investments and their features.
$Tax-free investment returns vs. taxable investment returns.
$Three ways to purchase municipal bonds.
$How tax-free investing can help you achieve your goals.

Roth IRAs: Retirement Can Be Less Taxing
(Monday, March 21st @ 6:30pm)
$Differences between traditional and Roth IRAs.
$How a Roth IRA can give you greater flexibility to meet your retirement income needs.
$Whether converting from a traditional IRA to a Roth IRA makes sense for your retirement goals.

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