June 19, 2023 | 10:00 - 11:00 AM

InFocus Financial Advisors, Inc.
Savvy Roth Conversion Strategies – Create a Tax-Free Net Worth

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


This field is for validation purposes and should be left unchanged.

Savvy Roth Conversion Strategies - Create a Tax-Free Net Worth

In this class taught by Robert Jeter, CFP®, CRPC®, we will discuss strategies for creating and enhancing your tax-free portfolio.

Attendees will learn:

  • The Roth IRA rules most people get wrong, and how to navigate them.
  • How to determine the appropriate times to accelerate tax payments to reduce the total paid over your lifetime and keep more money in your family.
  • What you may be missing about optimizing your tax strategy during your retirement years.
Thank You for Joining Our Educational Community!

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.