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Taxes in Retirement


Courses Adult / Money -
CE Adult Winter/Spring 24-25

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 and why tapping assets in the wrong order can trigger higher Medicare premiums.

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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4249B2w

  Rolf White


Twin Oaks Middle School : TO 207
Monday, Apr 14
6:30 - 8:00 PM

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Min Age   18 yr.