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Your Taxes in Retirement


Adult Enrichment / Family & Finance -
Adult W-SP 26

Did you know your taxes in retirement can change a lot depending on how and when you use your money? In this class, you’ll learn how to make a smart plan so you don’t pay more taxes than you need to. We’ll talk about:

  • The types of taxes you’ll face in retirement
  • How taxes affect Social Security and Medicare
  • When to use different accounts to avoid extra taxes
  • How to avoid the Social Security “tax trap”
  • Why taking money out in the wrong order can raise your Medicare costs
  • What to do in each stage of retirement to stay on track
  • Common mistakes with investments, health care, and estate planning

This class will help you understand the tax rules and make better choices—before and during retirement.

Rolf White

Rolf is the owner of Business and Family Advisors LLC and has been in business for 15 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, group benefits, and 401(k) plans. Rolf is licensed in MN, WI, IA, MT and AZ. In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. This designation is a professional certification that demonstrates an advisor, serving as an investment fiduciary, has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

Before Business and Family Advisors LLC, he owned and operated his own successful property and casualty insurance agency. He has worked for small closely held businesses with local, national and international reach and also worked for fortune 500 companies. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas.

When not working he enjoys spending time with his wife and their three children. He enjoys sports, spending time outdoors fishing and hunting and is active in his community and his church through volunteer opportunities.

 May 2026 
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AE-FFTIR-SP-01-26

  Rolf White


Educational Service Center : Forum
Monday, May 4
6:30 - 8:00 PM

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Min Age   18 yr.

$ 25.00
/person