You are not alone if you’re wondering how and when to convert your Roth IRA to ensure the best tax and growth scenario! This Money School class 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 can you craft a strategy to pay taxes now to save on taxes later in life?
• What can partial Roth IRA conversions do to keep more money in your family?
• The most common mistakes people make when doing partial Roth IRA conversions alone.

Presented by Robert Jeter, CFP, CRPC, 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.