June 4, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Managing Taxes in Retirement

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

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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.

Sponsored by the Retirement Bootcamp Series, Delaware Money School. 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 said to accomplish a great deal while keeping the costs to clients lower than the industry average.