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New Tax Planning Ideas Your Retirement Is Missing

New Tax Planning Ideas Your Retirement Is Missing

In-Person

 

This class 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.

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 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.

 

Date:
Wednesday, September 25, 2024
Time:
5:00pm - 6:00pm Eastern Time
Location:
Large Meeting Room West
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Community and Culture  
Registration has closed.