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Taxes in Retirement


Courses Adult / Home and Finance -
CE Adult Winter/Spring 23-24

Understand how different sources of retirement income are taxed so you can get more bang for your buck in retirement.

ATTEND TO LEARN:

  • How the current tax system, Social Security rules and other factors interact to either cost or save you money
  • What an effective marginal tax rate is and why it matters more than your tax bracket
  • How the timing of withdrawals from different retirement income accounts impacts what you keep and what you pay in taxes

Rolf White

Rolf has been serving clients for 16 years. He hold his Accredited Investment Fiduciary license and enjoys time with his family and the outdoors.

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  Rolf White


La ola del lago at Grainwood School : GW 291 CE lg classroom
Thursday, May 9
6:30 - 8:00 PM

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Min Age   18 yr.