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New Tax Planning Ideas For Your Retirement with InFocus Financial Advisors

August 29 @ 10:00 am - 11:00 am

Free

Details

Date:
August 29
Time:
10:00 am - 11:00 am
Cost:
Free
Event Category:

Organizer

Christi Davis
Email
cdavis@cmfa.com

Venue

Tower Hill Clubhouse
15620 Ethel Way
Lewes, DE United States
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InFocus Financial Services is ready to help you optime your tax strategy for retirement. Specifically, how to lower the taxes you pay over your lifetime, minimize your RMD’s, avoid IRMAA penalties, and transfer assets to your heirs without paying unnecessary costs. You will learn how to incorporate these strategies into your own planning and ensure you are prepared for the expiration of the current tax law at the end of 2025.

Complimentary light breakfast items will be available.

This is a complimentary program provided by the Tower Hill Institute.