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June 18, 2024 | 1:00-2:00 PM

InFocus Financial Advisors, Inc.
Savvy Roth Conversion Strategies

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

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Savvy Roth Conversion Strategies

If you’re wondering about how and when to convert your Roth IRA to ensure the best tax and growth scenario, you are not alone! 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 in a tax-efficient manner, and other strategies to avoid paying more taxes than necessary.

Roth Conversion Agenda:

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

Sponsored by the Retirement Bootcamp Series, Delaware Money School. Taught by Robert Jeter, CFP®, CRPC®.

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.