The Estate Planning Team, Inc.

Retirement & Tax Planning for 2017 & Beyond

Retirement & Tax Planning Class for 2017 & Beyond: For Retirees & People Nearing Retirement! This class is for people concerned about their long term financial future & the effects of rising health care, taxes, inflation & would like to know when they can afford to retire & have their desired retirement lifestyle or if they are retired what realistic spending they can do. Potential tax law changes also discussed.  Topics include:

*Common Retirement Rules you should consider breaking
*The biggest mistakes & common roadblocks that can impact your retirement years and how to avoid them
*Understanding the opportunities & traps in the complicated tax code, potential tax law changes & how the 4 Tax Wrappers can help you create future tax efficient income
*Factors you must consider for in determining how much you can really afford to spend throughout your retirement years or when you can really afford to retire
*How decisions you make today (including retirement elections ) can impact your future tax & financial years & what you need to know to get a better result

Get objective helpful information without a product sales or investment advisor agenda. Plan to attend Wednesday, March 29th 6:00pm-8:00pm in Independence. 

Only pre-registered guests admitted. Free workbook. Please indicate how many people will attend & where you heard about the class and which class you plan to attend. A confirmation will be sent within 48 hours. To register click on "register now" button, call (440) 239-2090 or email



IRA Roth & Tax Class
IRA, Roth & Tax Planning Class: 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!
  • Roth Conversion Rules, Mistakes & Techniques & Why a Roth Conversion is not for everyone
  • The problems & benefits of these assets, how product salesmen and investment advisers target people with these assets, updates on tax law changes & more!

Register for Tuesday, April 25th from 10:00am-12:00pm at the Enterprise Place Building in Beachwood.

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