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Wed, Sept 25, 2024 | 5:00 PM-6:00 PM

New Tax Planning Ideas Your Retirement Is Missing!

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

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New Tax Planning Ideas Your Retirement Is Missing!

You’ve spent years saving for retirement and doing taxes as an employed person. Now, it’s time to learn how to manage taxes in retirement. No one expects you to have all the answers. You can sleep well at night, InFocus has you covered.

Join Gregory Holman, FPQP® , as he teaches current and future retirees how to navigate taxation in retirement. Take the time to learn strategies on how to minimize taxes in retirement, take distributions from your assets in a tax-efficient manner, and other advanced tax strategies to avoid paying more taxes than necessary.

Our team will be covering:

  • Methods to reduce the taxes you pay over your entire retirement.
  • Navigating IRMAA penalties and understanding Required Minimum Distributions.
  • See what most retirees get wrong in their tax strategies.

Presented by Greg Holman, FPQP®, Senior Relationship Manager at InFocus Financial Advisors, Inc. and instructor with the Money School, a Delaware Community Reinvestment Action Council program.

Secure your spot today to ensure you don’t miss out on the guidance and tools that could make all the difference in your retirement. By attending, you’ll be taking a proactive step toward a secure and fulfilling retirement. Register now to invest in your future and gain financial confidence. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place.

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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 goal is to accomplish a great deal while keeping the costs to clients lower than the industry average.