Sources of Income in Retirement
After completing this course, the learner should be able to:
- Understand reasons to save for retirement
- Identify sources of income in retirement
- Understand retirement tax planning strategies
- Understand options for withdrawing from retirement accounts
Instructor bio
Licenses & designations
- EA
Education
- University of California, Davis
- BA in Economics
- Minor in Psychology
- EDD in Leadership
- Golden Gate University
- MS in Taxation
- MS in Taxation
Teaching & instruction
- UC Davis
- Becker CPE
Organizations
Publications
- Considering a Career in Accounting?
- Top Accounting Trends for 2024 and Beyond
- Section 529 Plan Tax Benefits
What do you love about Becker?
"I love how professional the organization is and how polished all of its courses are. There is also an undeniable enthusiasm among their instructors, which is evident throughout the various classes I have taken as a student. I love being a part of this team of highly polished professionals and want to continue supporting Becker's mission to empower others to advance their careers."
What would you tell an accounting student today?
"It is an exciting industry with a multitude of opportunities. If you do not like audit, you may enjoy tax, so keep exploring until you find your accounting home!"
Becker fun fact
"While I love learning and teaching, my true passions are traveling and being a foodie at heart! I am also, regrettably, a coffee snob."
Connect
Instructor bio
Stan earned his bachelor’s degree in Business Administration from California State University, Northridge in 1980. He now runs a two-office tax, accounting and consulting practice in Oakland and San Francisco, California. The practice focuses on high net worth individuals and small businesses, providing quality, personalized financial and tax guidance. Stan has taught continuing education courses to practitioners throughout the country on a regular basis for over 10 years. Stan has been a regular guest on a local radio talk show discussing taxes and has been quoted several times in local papers. He previously taught accounting courses in junior colleges in Southern California.
A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823