Plan Tomorrow Today
www.choosetosave.org
CPAs and financial planners will find resources
for clients at this smart stop’s Financial Tools
section: for example, a retirement planning
worksheet and a checklist, “Women and Pensions:
What Women Need to Know and Do.” Users can access
mutual fund, Roth IRA and life insurance
calculators or complete a retirement personality
profile; educators can download a piggy bank
wrapper to help spark kids’ early interest in
savings.
The Provider Finder
www.retirementservicesnet.com
In addition to free lookups for
retirement service providers and broker-dealers
for clients, CPAs can search this Web site to get
links to industry news headlines, as well as to
retirement software sites and related magazines,
newsfeeds and newsletters. Visitors also will find
general links to airlines and airports, maps and
directions, regional and national phone
directories, and state and federal agencies
including the Federal Reserve Board and IRS.
What CPAs Need to Know
www.estateretirementplanning.com
Investment advisers seeking to
educate their clients will find detailed
information on estate and retirement planning at
this stop on the Web. Users can read about steps
to take in estate planning—and mistakes to
avoid—as well as how to choose an estate-planning
attorney. This e-site also offers tips on avoiding
living trust scams, establishing a trust fund and
preparing a will.
Here’s a Savings Tip
www.personal-budget-planning-saving-money.com
Here CPAs can find advice for
clients on how to create a retirement budget or
develop a spending plan. Other sections have
discussions on cash flow, pitfalls that can
destroy a budget, keeping critical financial
records in order, the cost of credit and getting
out of debt. Users also will find income and
expense worksheets, as well as a template for a
weekly spending log.
Retirement Resources
www.retireonyourterms.com
This Web site offers
information on fixed and variable annuities and
investment allocation. In addition, users can
check out articles in the library including
“Creating Retirement Income for a Lifetime” and
brochures such as “Understanding Annuities.”
Visitors also will find case studies and
calculators, frequently asked questions about
annuities, a glossary and a quiz to test their
retirement preparedness.
Tax Tips and Strategies
www.taxhawk.com
This stop on the Web has links to state and
federal tax forms, tables and rates, and a tax
deduction dictionary with explanations of form
1040 deductions. The section Top Ten Tax Tips
offers advice on charitable contributions, college
planning, rental real estate and retirement
planning, to name a few, as well as discussions on
common tax mistakes and nontaxable income.
Plan to Rest Easy
www.thebenefitnetwork.com
CPAs doubling as human resource
managers will find articles in the section Benefit
Trends on employee health insurance benefits and
premiums, and advance planning for end-of-life
care. Users who click on Resources will find links
to benefit plan providers, benefits technology and
executive compensation and retirement plan sites,
as well as “Top Ten Things to ‘Check Off’ Before
You ‘Check Out.’”
A Site to Stop Swindlers
www.quatloos.com
Users can learn how to guard against consumer
scams, financial fraud and investment schemes
here. Visitors can look up descriptions of advance
fee scams, for example, in the Hall of General
Fraud, join a discussion forum on such topics as
Nigerian investment scams and read news articles
including “Top Tax Lawyer Pleads Guilty to Felony
Tax Evasion.” The Law Enforcement section provides
links to federal agencies including the FBI and
SEC.
Join the War on Fraud
www.wccfighter.com
Fraud investigators and auditors will get free
special reports when they subscribe to this
e-stop’s newsletter. All visitors can demo Fraud
Aware, a Web-based awareness training course, and
read answers to frequently asked questions as well
as items such as “Cyber-Blood Suckers.” Useful
Sites includes links to the Association of
Certified Fraud Examiners, Electronic Crimes Task
Force and National Check Fraud Center.
Law-Related Resources
www.romingerlegal.com
Visitors in need of links to
legal forms, news, a directory of attorneys or
employer and job-seeker services will want to
bookmark this URL. Professional Directories
includes links to expert witness and private
investigator sites. Users also can connect to
resources for online appraisals, paternity testing
and the U.S. military, as well as to Gallup Polls
and the Federal Elections Committee. Practice
Areas has links to Web sites on bankruptcy,
corporate law and federal taxation, to name a few. |