You’ve spent years saving for retirement and doing taxes as an employed person. Now, it’s time to learn how to manage taxes in retirement. No one expects you to have all the answers. You can sleep well at night, this Money School class has you covered. Current and future retirees will learn how to navigate taxation in retirement. Take the time to learn strategies on how to minimize taxes in retirement, take distributions from your assets in a tax-efficient manner, and use other advanced tax strategies to avoid paying more taxes than necessary.

Topics to be covered are:

• 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, CRPC®, CFP®, Vice President and 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.