May 9, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Managing Taxes in Retirement

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

Register

This field is for validation purposes and should be left unchanged.

Managing Taxes in Retirement

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Join Robert Jeter, CFP®, CRPC®, as he teaches those who are planning to retire or are already retired the ins-and-outs of taxation in retirement. After attending this class, you’ll know 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 you need to.

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.

Taught by Gregory Holman, FPQP®, Senior Relationship Manager.

Thank You for Joining Our Educational Community!

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