Fidelity In-Person Consultations
About
UC Berkeley Fidelity Workplace Consultants Eric Schreiber and Haiau Ho Nguyen are providing in-person consultations appointments at the Retirement Center for current and retired staff and faculty.Appointment are 30 minutes long and take place at 2111 Bancroft Way, Berkeley, CA 94720. (https://maps.google.com/?q=2111+Bancroft+Way,+Berkeley,+CA+94720,+USA&ftid=0x80857e9d158ccd09:0xf42ee716599ac67) The consultant can discuss many financial planning topics with you, including:Wellness of your UC voluntary retirement accounts (403b, 457b, DCP) Best time to take Social Security How to defer your RMD Reviewing investment allocation What happens to your accounts if you pass away How to minimize your tax liability Roth conversions Income sources in retirement Review of outside investment accounts How to build an expenses worksheet General retirement planning topics
