Maximize your retirement savings and minimize your lifetime tax bill with smart Roth IRA strategies. In this informative class, learn the most commonly misunderstood Roth IRA rules and how to avoid costly mistakes. Discover when and how to use Roth conversions to your advantage and uncover often overlooked tax optimization tactics for your retirement years. Perfect for those looking to keep more of their wealth in the family and make smarter financial decisions in retirement.

Presented by Eric W. Johnston, CFP®, President & Financial Advisor at InFocus Financial Advisors. Eric is instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Eric Johnston, CFP® is a Financial Advisor offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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.