Basic Distribution Taxation Rules

Join Conte Wealth Advisors as we roll out our new series for 2016:

Coffee, Workshop, and Advice:  Brew Your Financial Knowledge

February’s Workshop is focused on Tax Planning and the Agenda for the February 2nd seminar will include:

• Sources of retirement income:
  • Taxation of investments outside retirement plans
  • Taxation of retirement plan investments
• Retirement plan distribution taxation
  • Early distribution tax
  • IRA distributions
  • Qualified plan distributions
  • and other considerations

Join us at 7:30am over coffee for a quick discussion and enhance your financial knowledge.

Registration is required as seating is limited.

- See more at: http://www.contewealth.com/about-us/event/february-workshop-basic-distribution-taxation-rules/#sthash.01qO6NGF.dpuf