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March 7, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Taxation Bootcamp: Managing Taxes in Retirement

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

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Taxation Bootcamp: Managing Taxes in Retirement

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

Our team will be covering:

  • 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

Taught by Robert Jeter, CFP®, CRPC®, Vice President & Financial Advisor.

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.