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Thurs, Oct 10, 2024 | 1:00 PM-2:00 PM

Finally, a Tax-Smart Retirement Plan!

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

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Finally, a Tax-Smart Retirement Plan!

You are not alone if you’re wondering how and when to convert your Roth IRA to ensure the best tax and growth scenario! Robert Jeter, CFP®, CRPC®, is ready to welcome you as he teaches current and future retirees the ins and outs of taxation in retirement. This class covers how to minimize taxes in retirement, take distributions from your assets tax-efficiently, and other strategies to avoid paying more taxes than necessary.

Roth Conversion Agenda:

  • How can you craft a strategy to pay taxes now to save on taxes later in life?
  • What can partial Roth IRA conversions do to keep more money in your family?
  • The most common mistakes people make when doing partial Roth IRA conversions on their own.

Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Delaware Money School, a Delaware Community Reinvestment Action Council program.

Seats are limited, so 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 peace of mind. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place.

Trust InFocus for Your Financial Needs. Since 1993.
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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.