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The Estate Planning Team, Inc. & former radio show
Financial Food for Thought

16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130

Phone:

440.239.2090

E-mail:

kwaddell@tept.com

Welcome to the website of The Estate Planning Team, Inc & former radio show Financial Food for Thought

The Estate Planning Team, Inc. is an affordable fee based Ohio Registered Fiduciary planning firm that has been helping retirees & people thinking about their future retirement in the Greater Cleveland/Akron area for 39+ years through objective, unbiased advice & analysis. We help people know what steps to take and strategies to use, how much they can really afford spend, how to create future tax efficient income, how much risk necessary to take on to accomplish long term goals, how to use opportunities and avoid traps in the complicated tax code.   

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Free Consultation

Contact us for a free consultation by phone or in person at (440) 239-2090 or email kwaddell@tept.com

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

View Videos
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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