Metro Boston Bogleheads Meeting

Saturday, June 1510:30 AM—12:00 PMTarbell RoomLincoln Public Library3 Bedford Rd, Lincoln, MA, 01773

Join us on Saturday, June 15, at 10:30 at the Lincoln library (3 Bedford Rd, Lincoln, MA) for a presentation by Nick Miller on Personal Finance Tips. The meeting will be held in the Tarbell Room, located on the second floor of the library.

A variety of short topics will be presented and discussed:

  • Donor Advised Funds Explained
  • Don't Overpay Tax on Dividends
  • Check Your Assessment Details
  • RMDs Can Simplify Your Finances
  • A Simple Portfolio
  • Durable Power of Attorney Shortcomings
  • A Disclaiming Strategy

Nick is a longtime Boglehead (and Vanguard Diehard). He retired after a career in software engineering and is now dealing with Social Security benefits, RMDs and making his financial life as simple as possible. These tips are drawn from his several-decades-long experience of managing his own family's personal finances. We hope to see you there!

No Registration Required