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November 7, 2023 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Retirement Bootcamp – Managing Taxes in Retirement

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

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Retirement Bootcamp - Managing Taxes in Retirement

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement? This retirement seminar will examine the steps that individuals need to take in order to properly plan for their Required Minimum Distributions, and avoid the many pitfalls that retirees face when they must take their assets out of their retirement accounts.

Our team will be covering:

  • How to Properly Plan for Required Minimum Distributions.
  • Valuable Tips on Voiding the Pitfalls that Many Retirees Face When Taking Assets Out of Retirement Accounts.
  • Powerful Strategies for Managing Your Taxes in Retirement.

Taught by Robert Jeter, CFP®, CRPC®, Vice President & Financial Advisor.

Thank You for Joining Our Educational Community!
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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.