Finally, a Tax-Smart Retirement Plan (Roth Conversion Strategies)
Finally, a Tax-Smart Retirement Plan (Roth Conversion Strategies)
You are not alone if you’re wondering how and when to convert your Roth IRA to ensure the best tax and growth scenario! Robert Jeter, CFP®, CRPC®, is ready to welcome you as he teaches current and future retirees the ins and outs of taxation in retirement. This class covers how to minimize taxes in retirement, take distributions from your assets tax-efficiently, and other strategies to avoid paying more taxes than necessary.
Roth Conversion Agenda:
- How to craft a strategy to pay taxes now to save on taxes later in life
- What partial Roth IRA conversions can do to keep more money in your family
- The most common mistakes people make in doing partial Roth IRA conversions independently
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:
- Thursday, October 10, 2024 Show more dates
- Time:
- 1:00pm - 2:00pm Eastern Time
- Location:
- Large Meeting Room West
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Community and Culture