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 is the owner of Business and Family Advisors LLC and has been in business for 15 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, Group Benefits 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. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas. He has been teaching in the surrounding community ed sector for over 10 years.
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