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Taxes In Retirement


Enrichment - Adult / Money Management -
Adult Fall 2025

In retirement, your tax rate may vary widely over the years based on the timing and order.

Learn about the following:

  • The critical tax question you must answer BEFORE retirement
  • What the Social Security “tax trap” is and how you can avoid it
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • The four stages of retirement and important tax actions in each stage
  • Mistakes to avoid when it comes to your investment portfolio, health care and estate

Rolf White

Rolf White is an experienced professional and Accredited Investment Fiduciary (AIF®), a financial advisor with over 20 years of industry experience and has conducted seminars on financial planning and related topics all over central and southern Minnesota.

His background includes working for Fortune 500 companies and family owned businesses with experience in high-end management. Rolf is dedicated to providing quality advice to his clients, utilizing a financial planning system that gives clients a complete overview of their situation with sound ethical advice that will allow them to achieve their financial goals.

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ARWTR-F1

  Rolf White


Falcon Ridge Middle School : Rm 156
Monday, Oct 13
6:30 - 8:00 PM

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Price: $ 15 00