Managing Retirement Plan Assets
Ascertaining tactics to increase financial investments prior to retirement can increase the funds available to retirees. In the United States today, the burden of saving funds for retirement is usually the responsibility of the employee. Employees approaching retirement are encouraged to take the time to review their retirement strategies and associate assets to optimize their retirement. In this class, students will create a list of their retirement income sources and identify distribution strategies for when their retirement approaches. The student will plan how to manage their retirement portfolio both prior to and throughout their retirement.
William Oakes has taught financial planning classes across the country for 15+ years to employees at corporations, municipalities, and non-profits. He has operated his own tax and financial planning practice in San Jose for 25+ years. He holds EA and CFP licenses.