This class, open to the public and taught by Certified Financial Planner™ Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
Annuities are complex investment instruments. This class presents an objective and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each. Registration is required.
To register, please clink the link below or call our office at 410-677-4848.
This joint presentation featuring Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. will focus on the common mistakes and misconceptions associated with estate planning. Registration is required. Please click the link below to register.