Taxes in Retirement
Adult Enrichment -
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 is an experienced professional and Accredited Investment Fiduciary (AIF®), 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.
His background includes working for Fortune 500 companies and family owned businesses with experience in high-end management. Rolf 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.