March 15, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Taxation Bootcamp: Savvy Roth Conversion Strategies

Worcester County Library - Ocean Pines Branch | 11107 Cathell Rd, Berlin, MD 21811


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Taxation Bootcamp: 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:

  • Required Minimum Distribution Planning
  • Pay Taxes Now to Save on Taxes Later with Roth Conversions
  • Setting up your Assets for Tax-Efficient Distributions
  • Estate Taxes and Strategies
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.