Save Smart: Keep More of Your Money Before and During Retirement

Taxes can be one of the biggest “hidden” expenses in retirement—yet a few informed decisions can help you keep more of what you’ve earned. Save Smart: Keep More of Your Money Before and During Retirement is an educational, discussion-based session designed to help you understand how recent tax and retirement-rule changes may affect your planning—both while you’re still working and after you retire.

We’ll walk through practical, real-life strategies for coordinating taxable, tax-deferred, and tax-free accounts; planning around Required Minimum Distributions (RMDs); and understanding how common retirement income sources—like Social Security and pensions—may be taxed.

This session is open to all employees and is intended to be clear, approachable, and action-oriented—whether retirement is years away or already here.