June 13, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Managing Taxes in Retirement

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

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Managing Taxes in Retirement

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®, Senior Relationship Manager, 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.

Taught by Gregory Holman, FPQP®, Senior Relationship Manager

Trust InFocus for Your Financial Needs. Since 1993.

About InFocus Financial Advisors, Inc.

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