Taxes in Retirement
Adult Activities / Money Matters -
Fall 2024
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.
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Instructor
Rolf White
View Biography
Rolf White has worked in the Financial Service Industry for over 20 years. He holds an Accredited Investment Fiduciary license.
M675- 3A
Diamondhead Education Center : 2020
Thursday, Jan 23
6:30 - 8:00 PM
Su
M
Tu
W
Th
F
Sa
Price:
$
10
00
M675- 4B
Diamondhead Education Center : 2020
Thursday, Apr 10
6:30 - 8:00 PM
Su
M
Tu
W
Th
F
Sa
Price:
$
10
00
M675- 2A
Closed
Diamondhead Education Center : 2020
Wednesday, Sep 18
6:30 - 8:00 PM
Su
M
Tu
W
Th
F
Sa
Price:
$
10
00
Online registration is over