Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Join Money School Instructor Robert Jeter as he teaches those who are planning to retire or are already retired the ins-and-outs of taxation in retirement. After attending this class, you’ll know how to minimize taxes in retirement, take distributions from your assets in a tax-efficient manner, and other advanced tax strategies to avoid paying more taxes than you need to. He will cover methods to reduce the taxes you pay over your entire retirement, navigating IRMAA penalties, and understanding Required Minimum Distributions. See what most retirees get wrong in their tax strategies.

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.