Taxes in Retirement
Adult Activities / Money Matters -
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, and Mistakes to avoid when it comes to your investment portfolio, health care, and estate.
Rolf White
Rolf White has worked in the Financial Service Industry for over 20 years. He holds an Accredited Investment Fiduciary license.
September 2025
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M675- 2A
Diamondhead Education Center : 2020
Wednesday, Sep 17
6:30 - 8:00 PM
Su
M
Tu
W
Th
F
Sa
Price:
$
10
00
Registration begins
Aug.
1st