Taxation Bootcamp: Savvy Roth Conversion Strategies
Taxation Bootcamp: Savvy Roth Conversion Strategies
In-Person
In this class we will discuss strategies of creating and enhancing your tax-free portfolio. Attendees will learn Roth IRA rules, the appropriate times to accelerate tax payments, and what you may be missing about optimizing your tax strategy during your retirement years.
Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-877-307-6858.
Registration is requested. Walk-ins are welcome as space allows.
- Date:
- Tuesday, November 14, 2023
- Time:
- 5:00pm - 6:00pm Eastern Time
- Location:
- Medium Meeting Room
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Community and Culture
Registration has closed.