Taxes in Retirement

Courses - Adult Enrichment / Money -

Adult Enrichment 2024-25

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

Instructor: Rolf White

Rolf White

Instructor

Rolf is the owner of Business and Family Advisors LLC and has been in business for over 20 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare and 401(k) plans. Rolf is licensed in MN, WI, IA, MT and AZ.

In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

October 2024