Introduction to Retirement Income and Expenses

This workshop helps participants understand how their expenses, taxes, and health insurance needs may shift in retirement, including the importance of planning for inflation and bridging coverage before Medicare. They will learn key tax considerations for retirees, options for paying taxes throughout the year, and how withdrawals from different types of accounts are taxed. The session also introduces Required Minimum Distributions (RMDs)—which accounts require them, how they’re determined, and why maintaining diversification within RMD‑eligible accounts can be beneficial. Participants will have greater confidence in managing the financial transitions that accompany retirement.