Taxes in Retirement

Courses: Adult / Business, Career & Finance -

Fall 2025

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. 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

Rolf White

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 22 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 14 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.

December 2025