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The AAII Charlotte Chapter presents...


"Tax Treatment of Some of the Most Commonly Held Investment Vehicles"

    Discussed by:

    Michael Freeman
    Investment Adviser
    Robert Daggett
    Money Manager

Attendants to this meeting will be taken on a tour through the taxation life cycle of an investment held in vehicles such as mutual funds, IRAs, Roth IRAs and annuities. Robert Daggett will discuss the taxation of limited partnerships and purely self-directed IRAs.

Attend This Meeting and Learn...
How an investment is taxed three or four times throughout its holding period
Common tax traps and mistakes to avoid
Ways to diversify the tax treatment of your investments just as you diversify your investment holdings

  MEETING DETAILS
Date:
Saturday, November 10, 2012
Time:
8:00 – 9:30 a.m.    Roundtable
9:30 a.m.    Registration/Refreshments
10:00 – 11:30 a.m.    Program
11:30 a.m.    Q&A
Location:
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704-376-8584
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Payment:
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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