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

Planning for retirement can be tricky, it’s full of twists, and 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.

Attendees will learn:

  • 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®.

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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.