The Estate Planning Team, Inc. & Podcast Financial Food for Thought

16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130

Phone:

440.239.2090

E-mail:

kwaddell@tept.com

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Welcome to the website of The Estate Planning Team, Inc & podcast 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 38+ 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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Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

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

IRA Eligibility

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

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