Seminars

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 Required Minimum Distributions! This is a free strictly educational class. 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.

  • 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 that includes free analysis and the impact of RMD, 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 14, 2022 - 6:00pm to 8:00pm
Where: Interstate Plaza Building in Middleburg Hts
16600 Sprague Rd (on Northside of street between Pearl Rd & Webster)
Phone: 440-239-2090
 

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 Required Minimum Distributions! This is a free strictly educational class. 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.

  • 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 that includes free analysis and the impact of RMD, 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: Tuesday, September 20, 2022 - 3:00pm- 5:00pm
Where: Interstate Plaza Building Middleburg Hts
16600 Sprague Rd (between Pearl & Webster on North side of street)
Phone: 440-239-2090