IRA, Tax Qualified Asset & Roth Planning Class - Free Educational

16600 Sprague Road,Middleburg Heights OH 44130

20 September, 2022

Description

Attend & Learn: The positives and negatives of these assets, Rules, Costly Mistakes & Misconceptions that cause people to unnecessarily overpay in taxes! Strategies to minimize taxes on these assets during your lifetime & to your heirs & how these assets can be a costly passage assets! The impact of the Secure Act includes changes to the Stretch IRA and proposed changes with Secure Act 2.0 Steps you may want to think about taking this year that could minimize the future tax impact especially if you think tax rates will go up in the future & tax law changes! The minimum required distribution tax trap & what you can do about it! Roth Contribution & Conversion Rules, Mistakes & Techniques & Why a Roth Conversion doesn't make sense for everyone! Free workbook included and only pre-registered guests admitted. Seating is limited so register early! Get helpful objective advice! This class is about planning strategies and concepts.