Skip to content

Taxes in Retirement


Adult Classes and Activities / Manage Money -
Fall 2024

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. You need a retirement tax strategy that will:

  • Identify the types of taxes you will face at various stages
  • Address how taxes impact Social Security and Medicare
  • Plan when to tap different accounts so you don't overpay taxes

Attend this class and learn:

  • The critical tax question you must answer BEFORE retirement
  • The surprises that often make retirement more expensive
  • 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
  • Why you need to manage taxes even before you retire
  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
  • Mistakes to avoid when it comes to your investment portfolio, health care, and estate

Rolf White

ROLF is an experienced professional and Accredited Investment Fiduciary (AIF®). 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. He is 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. He has been teaching for over 10 years in nearby school districts. He 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. He is a small business owner for over 20 years and community volunteer.

 December 2024 
SuMTuWThFSa
 
 
 
 
 
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
 
 
 
 
AD16641

  Rolf White


Program Center : Monet Room (CE Library)
Monday, Dec 16
6:30 - 8:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.