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Managing Taxes in Retirement - InFocus Financial Advisors

Managing Taxes in Retirement

March 19, 2026 | 10:00-11:00 AM

Managing Taxes in Retirement

Laurel Public Library | 101 E 4th St., Laurel, DE

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Event Details

March 19, 2026 | 10:00-11:00 AM
Laurel Public Library
101 E 4th St., Laurel, DE
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Managing Taxes in Retirement

You’ve spent years saving for retirement and doing taxes as an employed person. Now, it’s time to learn how to manage taxes in retirement. No one expects you to have all the answers. InFocus has you covered. Led by Gregory Holman, FPQP®, the workshop aims to equip current and future retirees with essential knowledge on navigating taxation during retirement years. With years of experience in financial planning, Holman will guide participants through strategies to minimize taxes, efficiently take distributions from assets, and implement advanced tax planning techniques to optimize their financial situation. Our team will be covering:
  • Methods to reduce the taxes you pay over your entire retirement.
  • Navigating IRMAA penalties and understanding Required Minimum Distributions.
  • See what most Retirees get wrong in their tax strategies.
Taught by Gregory Holman, FPQP® of InFocus Financial Advisors. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Trust InFocus for Your Financial Needs. Since 1993.

We will cover:

  • ✓ Methods to reduce the taxes you pay over your entire retirement.
  • ✓ Navigating IRMAA penalties and understanding Required Minimum Distributions.
  • ✓ See what most Retirees get wrong in their tax strategies.

Thank You for Joining Our Educational Community!

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About InFocus Financial Advisors, Inc.

Our highly educated and experienced team is a nice blend of size and sophistication in a world of "low-value single advisor offices" or "over-staffed high-fee offices." Our team has advanced and personalized investment and planning capabilities, while keeping the costs to clients lower than the industry average.