Upcoming Events

IRA, TAX QUALIFIED ASSET & ROTH PLANNING CLASS

If you are 59 1/2 or older & have IRAs, Company Retirement Plans like 401ks, 403bs, Defined Benefit, Deferred Comp, Drop Funds, Annuities or similar assets you don't want to miss this class even if you are already taking Minimum Required Distributions! This is a free strictly educational non-sales class. Attend & learn:

  • The positives and negatives of these assets, Rules, Costly Mistakes & Misconceptions that cause people to unneccessarily overpay in taxes!

  • Strategies to minimize taxes on these assets during your lifetime & to your heirs & how these assets can be one of the costly assets to leave to your heirs! 

  • The impact of the new Secure Act includes changes to the Stretch IRA and more

  • 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

No cost to attend but only pre-registered guests admitted due to limited seating. Free workbook for all attendees. To register or for a free consultation call (440) 239-2090 or email kwaddell@tept.com. 

Please indicated how many people will be attending & where you heard about the class, if radio which station and which class you plan to attend. You will receive a response within 48 hours! Get helpful objective information!

When: Wednesday, September 22, 2021 - 3:00 PM - 5:30 PM
Where: The Interstate Plaza Building in Middleburg Hts 16600 Sprague Road in the lower level
Phone: (440) 239-2090
Directions: About ΒΌ mile on Sprague Road east of Pearl Rd there is a side street Freeway Circle (this street is on the Northside of Sprague and the 1st street just east after the I-71 overpass) Go up slight hill The Interstate Plaza Building parking lot is the first entrance on your right