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
- 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 email@example.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!