Get the facts! We have spent more than 25 years helping people in or near retirement understand their retirement accounts. We want to offer the same education, knowledge, and experience to you.
Find out...how you can easily avoid high IRS Penalties. The penalties can be as high as 50%!
The IRS requires minimum distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are often based on complex and confusing rules, and even a small error can be expensive.
Get informed. The following will be covered in this workshop:
- How to calculate RMDs
- How much additional income tax you can expect
- Tax-saving strategies to offset the additional tax
- Asset allocations for RMDs
- Setting up beneficiaries for maximum tax efficiency
This presentation is provided as a public service to Northeast Ohio area retirees who want to avoid overpaying taxes on their IRA distributions. This is not a sales seminar, and the workshop is complimentary!
You have two chances to attend:
| Tuesday, January 30th, 2018 at 2:00 p.m. | Thursday, February 1st, 2018 at 2:00 p.m. |
at the Brecksville Community Center
(1 Community Drive, Brecksville, OH 44141)
RSVP for our Event:
Seating is limited. Reserve your spot today:
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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