Complimentary Leverage Tax Event

Discover the information you need to understand how changes in the Federal Tax Code will impact your nest egg

Brunswick College Center
3605 Center Road
Brunswick, Ohio 44212

Navigating the complexities of the Federal Tax code can be hard. This is where we come in.

Register Today For Our Complimentary Tax Educational Workshop.

Everything you need to know to take advantage of lower Federal tax rates before the tax cuts for individuals expire in 2025. Topics include:

  • How to avoid a “Tax Bomb” by timing withdrawals from your retirement accounts.
  • How Required Minimum Distributors (RMDs) can bump you into a higher tax bracket plus strategies to help eliminate this added tax burden.
  • How to leverage the $23,000 standard deduction for married couples to your advantage.
  • Why Roth conversions are more valuable when Federal taxes are low and so much more.

Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation.  Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also review our Privacy Policy.

Tax Collection Image - Leverage Your Retirement