Managing Savings and Investments During Retirement
In order to finance their desired retirement lifestyles, people near or in retirement often need to assess their assets and determine the best way to utilize their available money. Many people acquire numerous investment accounts during their working careers. Managing these various accounts during retirement often takes some effort, and a retirement income plan is critical to sustaining people’s retirement.
In this course, students will learn how to access the various retirement accounts that they have. They will understand the tax implications of their various assets after this class. Students learn to take into consideration the long-term impact on asset values, of using various resources for their retirement paychecks.
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.