“Creating Tax-Smart Retirement Years” Coming to the Lewes Library

InFocus Financial Advisors Presents "Creating Tax-Smart Retirement Years! A Roth Conversion Strategies Class" at Lewes Public Library

Lewes, DE – As retirement approaches, understanding the nuances of taxation can significantly impact one's financial security. To equip current and future retirees with essential knowledge, InFocus Financial Advisors, Inc. is proud to present the class "Creating Tax-Smart Retirement Years! A Roth Conversion Strategies Class” hosted at the Lewes Public Library on Thursday, September 11, from 4:30 PM to 5:30 PM.

Led by Certified Financial Planner (CFP®) Eric Johnston, the class will delve into the intricacies of Roth IRA conversions, offering invaluable insights into optimizing tax efficiency and maximizing growth potential during retirement.

The “Creating Tax-Smart Retirement Years! A Roth Conversion Strategies Class” class will cover the following key topics:

• Craft strategies to create a more tax-free net worth.
• How to determine the appropriate time to utilize Roth IRA Conversions to reduce the total taxes paid over your lifetime and keep more money in your family.
• Avoid paying more taxes than necessary.

Space is limited to 30 seats. Registration to attend the workshop is done online at: https://retireinfocus.com/roth-conversion-strategies/

For more information about the workshop or to reserve a seat, please contact Noah Layfield of InFocus Financial Advisors, Inc. at noahl@retireinfocus.com.

Eric Johnston, CFP®, Financial Advisor offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.

Event Details:

Date: Thursday, September 11, 2025

Time: 4:30 PM - 5:30 PM

Location: Lewes Public Library, 111 Adams Ave., Lewes, DE

About InFocus Financial Advisors, Inc.:

InFocus Financial Advisors, Inc., is committed to providing proactive planning and investment services to create retirement success for its clients. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness.

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.

Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

For media inquiries, please contact:

Noah Layfield

Client Experience Associate

InFocus Financial Advisors, Inc.

31454 Winterplace Parkway, Salisbury, MD 21804

Phone: 410-677-4848

Email: noahl@retireinfocus.com