Taxes in Retirement
Adult Activities / Money Matters -
Winter-Spring 2026
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, and 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®), 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 also a local small business owner of Business and Family Advisors LLC in Burnsville. He offers comprehensive wealth management that encompasses financial planning, retirement, social security, tax, estate and long term care planning and Medicare.
May 2026
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