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Taxes in Retirement

Your tax rate in retirement can change from year to year. It depends on when and how you use different income sources. Without a plan, you may pay more in taxes than necessary. This class explains how smart tax planning can help you manage taxes throughout retirement, understand how they affect Social Security and Medicare, and decide when to use different accounts to help lower your tax bill.

You’ll learn how smart tax planning can improve your retirement, how to avoid the Social Security “tax trap,” and how withdrawing assets in the wrong order can raise Medicare premiums. You’ll also explore the four stages of retirement, the key tax decisions in each, and common mistakes to avoid with investments, health care, and estate planning.

Rolf White

Instructor

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Rolf is the owner of Business and Family Advisors LLC in Burnsville and has been in business for 16 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, Group Benefits and 401(k) plans. In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas and has been teaching in the surrounding community ed school areas for over 12 years. Rolf is a licensed Medicare Agent.

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

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