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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 the Twin Cities metro. He is a licensed Medicare Agent and a local small business owner with a focus on financial planning, retirement, social security, tax planning, Medicare, Group Benefits and 401(k) plans. His background includes working for Fortune 500 companies and family-owned businesses.

ARWTR-F1 Closed

  Rolf White

Falcon Ridge Middle School : Rm 156
Monday, Oct 13
6:30 - 8:00 PM
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Price: $ 15 00

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