Taxes in Retirement
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
- Mistakes to avoid when it comes to your investment portfolio, health care, and estate
Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC
Rolf White
Instructor
ROLF WHITE is an experienced professional and Accredited Investment Fiduciary (AIF®), 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. He is a financial advisor with over 20 years of industry experience and has conducted seminars on financial planning and related topics all over central and southern Minnesota. He has been teaching for over 10 years in nearby school districts. He is dedicated to providing quality advice to his clients, utilizing a financial planning system that gives clients a complete overview of their situation with sound ethical advice that will allow them to achieve their financial goals.
671-062
Instructors:
- Rolf White
| Date | Time | Location |
|---|---|---|
| Thu, Nov 19th 2026 | 6:30 - 8:00 PM | Community Learning Center |