Seminar: Retirement Planning - Beyond the 401(k) and 403(b)

Program Type:

Workshop

Age Group:

Adults
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Event Details

Beyond the 401(k) and 403(b): What Your Retirement Accounts Mean When the Paychecks Stop

Most retirement planning focuses on how to save—but far less attention is given to what happens after you stop contributing and begin taking withdrawals. This educational presentation helps attendees understand how common retirement accounts function during retirement and how withdrawal decisions can impact taxes, income, and long-term financial security.

Topics covered include:
• What happens to 401(k)s and 403(b)s once you retire
• How Traditional and Roth accounts are taxed when withdrawals begin
• The role of taxable brokerage accounts in retirement income planning
• Required Minimum Distributions (RMDs) and why timing matters
• How withdrawal order can affect taxes and longevity of assets
• Common mistakes retirees make when transitioning from saving to spending
• Key considerations for healthcare costs, inflation, and lifespan uncertainty

This program is designed for adults who are approaching retirement, newly retired, or simply want to better understand how retirement accounts work once contributions stop and income planning begins.