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Avoiding the 5 costly mistakes with your IRA Distributions | Lineweaver Financial Group

what does the new trump tax plan mean for individuals with iraS, 401(k)s, and other qualified plans?

You're Invited to a very timely educational event...If you own an IRA, 401(k), 403(b) or any other retirement account and you are between the ages of close attention.

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 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. 

Download the Invitation




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) 

both events are completely booked.