InFocus Financial retirement workshops set Feb. 9, 16

InFocus Financial Advisors Inc. will offer free financial workshops at the Lewes Public Library, covering planning items specific to those who are approaching retirement, recently retired or already retired. 

Planning for Required Minimum Distributions, set for 5 p.m., Thursday, Feb. 9, will examine the steps individuals need to take to properly plan for their required minimum distributions and avoid the many pitfalls retirees face when they must take their assets out of their retirement accounts. Topics covered include tax withholding, Medicare premiums, distribution planning, minimizing lifetime tax liability, and other pertinent items to help attendees determine how to pursue appropriate long-term tax planning.

Understanding Annuities, set for 5 p.m., Thursday, Feb. 16, will focus on helping attendees gain an understanding of what annuities are, how they work, and when they are a suitable choice for an investor. The workshop will also focus on when annuities are not suitable for investors and how they can negatively impact one’s retirement success.

Sponsor Delaware Money School will provide Robert Jeter, CFP, CRPC, to instruct the workshop series. A certified financial planner, Jeter regularly speaks to public and private audiences around Delaware and the Maryland Eastern Shore on various retirement-related topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.

Space is limited. To register, go to retireinfocus.com/education2023 or demoneyschool.org.