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Taxes in Retirement


Adult Enrichment -
Winter/Spring 25

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 four stage of retirement, what the Social Security “tax trap” is and how to avoid it, the tax question you must answer BEFORE retirement, and so much more

Rolf White

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.

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  Rolf White


Tilden - Tilden Community Center : 107 - Senior Center Social Area
Tuesday, Feb 11
6:30 - 8:00 PM

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