TODAY JUNE18 - Unlocking Retirement Tax Savings: Savvy Roth Conversion Strategies Class at Lewes Public Library

June 18, 2024

Unlocking Retirement Tax Savings: "Savvy Roth Conversion Strategies" Class at Lewes Public Library

 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 "Savvy Roth Conversion Strategies," hosted at the Lewes Public Library on June 18, 2024, from 1:00 PM to 2:00 PM.

Led by Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Robert Jeter, the class will delve into the intricacies of Roth IRA conversions, offering invaluable insights into optimizing tax efficiency and maximizing growth potential during retirement.

"Understanding the intricacies of Roth IRA conversions is paramount for retirees seeking to minimize taxes and secure their financial futures," says Robert Jeter. "This class will empower attendees with actionable strategies to strategically navigate the complexities of retirement taxation."

The "Savvy Roth Conversion Strategies" class will cover the following key topics:
• The Roth IRA rules most people get wrong, and how to navigate them.
• How to determine the appropriate times to utilize Roth IRA Conversions to reduce the total taxes paid over your lifetime and keep more money in your family.
• What you may be missing about optimizing your tax strategy during your retirement years.

This educational event is part of the Retirement Bootcamp Series, presented by the Delaware Money School, and promises to deliver practical knowledge tailored to the unique needs of retirees and pre-retirees.

Event Details:
Date: June 18, 2024
Time: 1:00 PM - 2:00 PM
Location: Lewes Public Library, 111 Adams Ave., Lewes, DE

Registration to attend the class is done online at:

About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc. is committed to providing personalized investment and planning solutions to individuals seeking to achieve their retirement goals. With a team of highly educated and experienced professionals, InFocus offers sophisticated financial expertise while prioritizing cost-effectiveness for its clients.

For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
Address: 31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848

Disclaimer: Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 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. ###

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