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Straight Talk on Personal Retirement Accounts: Are Yours Set to Work Best for You and Your Family?

Tuesday, April 8, 2014, 7:30 – 9pm – Radnor Memorial Library, the Winsor Room

Understanding the basics and differences of your IRAs doesn’t need to be complicated. Hotaling Investment Management will explain the nuts and bolts, how they are taxed, when to take your required minimum distributions and options for beneficiaries.

Hotaling and his veteran women team will lead a discussion on the various types of IRAs: Traditional, Roth, Inherited and Spousal. Learn how these retirement assets are taxed, when to take withdrawals and how beneficiaries are handled.

Bruce Hotaling, CFA, Managing Partner. Bruce has more than 25 years of investment management experience; His financial career began as a commercial banker working in the New York offices of Dresdner Bank and National Australia Bank. In 1993, he joined Legg Mason, and later became Senior Portfolio Manager with Morgan Stanley and Raymond James. In November 2012 he opened independent investment advisory firm Hotaling Investment Management, LLC, serving as Managing Partner and Portfolio Manager.

Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™. Eileen has more than 25 years of experience in the financial services industry. She guides clients in all areas of financial planning including retirement planning, cash flow management, investment analysis, minimizing taxation, insuring wealth protection, optimizing charitable gift giving, and defining estate planning.

Valerie-Clark Roden, Business Development and Wealth for Women. Valerie’s financial career spans over 20+ years, starting at Pennsylvania Merchant Group then as Associate Financial Advisor with Legg Mason working alongside Bruce Hotaling. Bruce and Valerie jointly affiliated with firms Morgan Stanley and later Raymond James; Bruce as Sr. Portfolio Manager, Valerie as advisor for their managed clients. In 2012, she helped establish and now develops new business for Hotaling Investment Management’s advisory firm and advocates for their clients using her industry knowledge, connections, and veteran experience. Through Hotaling’s Wealth for Women program, she focuses her activism on women’s unique investing and planning needs, particularly during transitional stages of their lives.