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May 2, 2023 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Planning for Required Minimum Distribution the Right Way

Lewes Public Library | 111 Adams Ave, Lewes, DE 19958

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Planning for Required Minimum Distribution the Right Way

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Planning for Required Minimum Distributions will examine the steps individuals need to take to properly plan for their Required Minimum Distributions and avoid the many pitfalls retirees face when they must take their assets out of their retirement accounts.

Our team will be covering:

  • Tax Withholding.
  • Medicare Premiums.
  • Distribution Planning.
  • Minimizing Your Lifetime Tax Liability.
  • Appropriate Long-Term Tax Planning.

Taught by Robert Jeter, CFP®, CRPC®.

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About InFocus Financial Advisors, Inc.

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is sied to accomplish a great deal while keeping the costs to clients lower than the industry average.