New Tax Planning Ideas Your Retirement Is Missing!

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. You can sleep well at night, InFocus has you covered. Join Robert Jeter, CFP®, CRPC®, as he teaches current and future retirees how to navigate taxation in retirement. Take the time to learn strategies on 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 necessary. 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.

Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Delaware Money School, a Delaware Community Reinvestment Action Council program. Secure your spot today to ensure you don’t miss out on the guidance and tools that could make all the difference in your retirement. By attending, you’ll be taking a proactive step toward a secure and fulfilling retirement. Register now to invest in your future and gain confidence. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place. 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. This event is purely educational. No products or services will be offered for sale and there is no obligation.

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