Personal Financial Planning

July 1, 2001

Please note: This item is from our archives and was published in 2001. It is provided for historical reference. The content may be out of date and links may no longer function.

February 6, 2026

Businesses urge Treasury to destroy BOI data and finalize exemption

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February 2, 2026

How to ease taxes on inherited IRAs

Technology
- Information Security & Privacy
Tax
Personal Financial Planning
Accounting & Reporting

Fewer than three of four workers saved for retirement in 2000, says a new survey. According to researchers, while health care expenses worry workers who have tried to estimate their retirement needs, those who have not fret less about their retirement income ( www.ebri.org/rcs/2001/index.htm ).

FROM THIS MONTH'S ISSUE

AI risks CPAs should know

Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.

MAGAZINE

Personal Financial Planning

Businesses urge Treasury to destroy BOI data and finalize exemption

Differentiating agentic and generative AI — and more with a Tech Q&A author

How to ease taxes on inherited IRAs

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AI risks CPAs should know

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Trust distributions in kind and the Sec. 643(e)(3) election

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How a CPA and wealth adviser partnership can guide families through transition

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