Event Calendar

Events for Wednesday, January 14, 2015

Tax & Investments: Integrating Tax Savvy Strategies to help Preserve your Nest Egg
6:30 PM - 8:30 PM
Northeast Ohio Personal Computers welcomes Alex Menassa of Szarka Financial for his program “Tax & Investments: Integrating Tax Savvy Strategies to Help Preserve Your Nest Egg.”

Whether you realize it or not, the IRS is an important partner in your retirement planning process. It’s a lot easier to build wealth when you know the tax rules and can turn them to your advantage. Participants in this program will learn about how to take advantage of the tax rules in putting together a retirement planning program, and will learn specific action steps to take to make the tax laws work in their favor.

Topics include: Tax treatment of IRAs, ROTHs and annuities; opportunities with ROTH conversions; how to create flexibility to control your taxes in retirement; and advantages of tax qualified accounts.

Alex Menassa, MBA, CPA, has been a Financial Planner for over 13 years. He has a BA in Accounting, MBA in Taxation, JD (Law) degree; and also an Ohio CPA license, is licensed to practice law with the Supreme Court of Ohio. Alex also has designations as General Securities Representative, and Investment Advisory Representative.

This program is free and open to all.
Location:
Westlake Porter Public Library
27333 Center Ridge Rd.
Click here for more information