The Estate Planning Team, Inc.

Last IRA, Tax Qualified Asset & Roth Planning Class for 2017
Last IRA, Tax Qualified & Roth Planning Class for 2017: Many people age 59 1/2 or older who have IRAs, Company Retirement Plans, Annuities or similar assets...UNNECESSARILY OVERPAY in taxes! Attend this free strictly educational non-sales classes & learn:
  • Strategies to minimize taxes on these assets during your lifetime & to your heirs & how these assets can be one of the most costly assets you can pass!
  • The minimum required distribution tax trap, common IRA & RMD mistakes, misconceptions & rules!
  • How people who own these assets may be able to take steps in 2017 to reduce future taxes!
  • Roth Contribution & Conversion Rules, Mistakes & Techniques & Why a Roth Conversion doesn't make sense for everyone
  • The problems & benefits of tax qualified assets, how product salesmen and investment advisers target people with these assets, updates on tax law changes & more!

Register for Tuesday, October 17th from 3:00pm-5:30pm at the Interstate Plaza in Middleburg Hts.

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 

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!


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 Disclaimer: The Estate Planning Team, an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit