Many approaching retirement age are concerned about whether they will be prepared for life after a regular paycheck, but many who are already retired are faring better than they expected.
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TOPICS
Personal financial planning
Helping sole proprietors choose between a solo 401(k) and a SEP-IRA
Understanding the differences between these two types of retirement plans can help sole proprietors make the best choice for their bigger-picture tax and retirement savings goals.
Preparing clients for lifestyle changes in retirement
Retirement planning isn’t just about the money. CPA financial planners can help clients prepare in nonfinancial ways as well.
The importance of a pre-marriage ‘money date’
A conversation before marriage about the state of each partner’s finances and their thoughts about money can have long-term benefits for the couple’s financial goals and relationship.
A new fiduciary rule: What CPA financial planners need to know
Many financial advisers who offer retirement investment advice would be subject to new ethical requirements under recently proposed regulations, a U.S. Department of Labor official explains in this Q&A.
Talking through post-retirement housing options
CPA financial planners can play key roles in helping clients decide where to live during their retirement years.
Helping clients recover from midlife divorce
The key is navigating the emotional side of starting anew financially.
Happy days: Americans recognize the value of financial planning
More adults would derive happiness from having a solid financial plan in place than they would from pocketing more money, a survey finds, but many of those surveyed also find it difficult to access sound financial advice.
End-of-year financial and tax considerations
With 2023 coming to a close, the time is now for clients to take stock of opportunities to reduce their taxable income and plan for their financial future.
Helping close the gender gap in retirement
Women currently in the workforce are well behind male counterparts when it comes to saving for retirement, a survey finds.
Inflation adjustments to retirement account limits issued for 2024
The IRS announced the inflation adjusted limits on benefits and contributions for various retirement accounts on Wednesday, including the maximum contribution amounts for 401(k) plans and IRAs.
No Plan B: A personal lesson about retirement readiness
A firm leader with a focus on financial planning shares a family story that shaped her thinking on the importance of retirement readiness, especially, but not exclusively, for women.
Long-term-care planning using trusts
Even some clients who have substantial assets plan for the possibility of relying on Medicaid for long-term care by creating irrevocable trusts to preserve assets.
Some common uses for trusts
Common types of trusts that CPAs should be familiar with include grantor trusts, special-needs trusts, domestic asset protection trusts, and trusts for solo 401(k)s.
The SECURE 2.0 Act and its impact on the retirement plan landscape
Ronald Ulrich, QKA, QPA, CPC, VP of Product Consulting and Compliance, ADP Retirement Services, discusses why it’s crucial for financial professionals, plan sponsors, and employees alike to understand the law’s impact on retirement plans.
Summing up Sid: The ultimate CPA and friend to all
Hear the voices of four CPAs sharing memories of their interactions with Sid Kess, a pioneer who loved to share knowledge and grow the profession, one conversation at a time.
Saving for college with multiple children: New considerations
Parents have new choices because of a recently enacted rule that will soon allow limited rollovers of leftover funds from 529 plans to a beneficiary’s Roth IRA.
Being philanthropic with a noncharitable trust
Getting funds out of an irrevocable family trust for charity is often difficult, and new trusts should be designed with greater flexibility, according to two experts.
Helping clients after an Alzheimer’s diagnosis
CPA financial planners can offer valuable services to those facing this difficult health challenge by learning about the disease.
The new 529 rollover to Roth IRA
A new rule will allow rollovers from a 529 educational savings plan to a beneficiary’s Roth IRA up to a certain dollar limit. This article explains what advisers need to know.
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