American Advisors Group (flickr)

Taxes in Retirement

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

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

Rolf White

Instructor

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.

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