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

Rolf White
Rolf White

Instructor

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Rolf has been serving clients for 16 years. He hold his Accredited Investment Fiduciary license and enjoys time with his family and the outdoors.

4249Bw
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Date: — 6:30 - 8:00 PM
Twin Oaks Middle School
Instructors:
  • Rolf White
DateTimeLocation
Mon, Feb 9th 2026 6:30 - 8:00 PM Twin Oaks Middle School
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