Cummings & Lockwood

Paul L. Bourdeau to Present at Connecticut Society of CPAs Personal Financial Planning Conference

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December 7, 2017

Paul L. Bourdeau, a Principal in our West Hartford office, will be presenting at the Connecticut Society of CPAs Personal Financial Planning Conference on December 7, 2017.  His presentation is entitled "Taxation of and Estate Planning for Distributions from Defined Contribution Plans and IRAs" which is an overview of planning for distributions from qualified retirements plans and IRAs (Traditional and Roth).  Required minimum distribution rules and selection of beneficiaries will be discussed, including trusts and charities.

For more information about the conference and to register, please click here.

Location
CTCPA Education Center
716 Brook Street, Suite 100
Rocky Hill, CT 06067

For More Information, Contact:
860.258.4800