IRA, Tax Qualified Asset (Company Ret Plan) & Roth Planning Class

16600 Sprague Road,Middleburg Heights OH 44130

22 September, 2021

Description

IRA, Co Ret Plans or similar assets - Rules, Costly Mistakes, Tax Saving Strategies, Tax law changes, Roth Contributions vs Contributions! If you are age 59 1/2 or older & have IRAs, Company Plans or similar tax qualified assets, you need to attend this free educational class & learn: *Strategies to minimize taxes on IRAs/tax deferred assets during lifetime & to heirs & designing your own tax efficient distribution plan. *Rules, Costly Mistakes & Misconceptions of these assets and Updates on tax law changes including the changes with the Secure Act! *Avoiding the minimum required distribution tax trap & strategies keep more of your hard earned money! *Rules & Strategies for Roth Contributions & Roth Conversions, Steps for Roth Conversion analysis & who should and should not do a Roth conversion! *Year End Planning Opportunities for many people who own these assets! Free to attend and free workbook included but only pre-registered guests admitted and Seating is limited! If unable to attend you can schedule a free no obligation consultation by phone or in person to review your individual questions & concerns and receive a free analysis! The Estate Planning Team, Inc. is a fee based Ohio Registered Fiduciary Planning firm that designs comprehensive, realistic conservative long term financial plans to provide our clients with objective detailed analysis so they get the most net benefit from the financial decisions they are faced with. Our plans solve problems & save people money. The Estate Planning Team, Inc has been helping people in the Greater Cleveland area for more than 30 years that believes in a coordinate approach to planning so that all advisors are working together on client's plan!