Building a tax-efficient retirement income plan for clients
For retirees, effective tax planning requires taking a long view and spending down assets from a variety of sources each year.
Personal financial planning
Adopting a child: Tax planning considerations
Parents pursuing an adoption can use a CPA’s advice.
Help clients achieve flexible spending in retirement
Does the 4% rule still make sense? A CPA financial planner discusses how advisers can help ensure their clients can spend with flexibility throughout retirement.
ENGAGE emcee: Why inflation could cause retirement U-turns
Hear or read this conversation with a CBS News business analyst on top questions asked of financial planners and what role inflation and tax rates may play.
How CPA financial planning firms can move forward post-pandemic
Firms and clients are both reassessing their priorities in the wake of the pandemic.
Helping retirement plan participants understand their net worth
Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.
The pros and cons of delaying Social Security
Make sure your decision about when to claim Social Security benefits is an informed one that takes into consideration your expected longevity along with various financial and other factors.
‘SECURE 2.0’ would further expand retirement savings options
Legislation augmenting the SECURE Act of 2019 now goes to the Senate after passing the House.
Roth IRAs: Are they right for your client?
The choice between a Roth IRA and a traditional IRA in saving for retirement depends on the person’s age, tax bracket, expected future earnings and other factors.
How to keep Ukraine donations safe from fraudsters
Taking the time to research charities can help donors make certain that their donations are being used for the intended purpose.
How married couples can use trusts in estate planning
Married taxpayers have estate planning options others don’t.
Ask the expert: Gift planning
Karla Valas leads fundraising for Fidelity Charitable, the nation’s largest grantmaker. Her team helps CPAs to prioritize sophisticated planning conversations that incorporate charitable strategies.
When seniors are targeted in schemes
Practitioners need to understand elder fraud and what to do when they find it.
Choosing a billing method for financial planning
CPA financial planners discuss the pros and cons of different billing methods for financial planning services and why they chose the one they did.
How investors can protect against inflation
CPA financial planners discuss this year’s nearly 6% inflation rate and what it could mean for investment portfolios.
The long-term-care quandary: Helping clients prepare
Long-term care is a critical topic when discussing retirement plans with aging clients.
6 tips for supporting clients through life transitions
Experienced CPA financial planners share tips for helping clients through change.
Reach your students with financial literacy
Pique students’ interest in accounting with a subject relevant to their lives.
Planning for education expenses amid change
A Q&A addresses student loans, saving for college, and making plans in a changing environment.
Medicare’s tricky rules on HSAs after age 65
Individuals working past age 65 who want to continue contributing to a health savings account need to carefully follow Medicare’s enrollment rules to avoid significant penalties.
