Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
This column offers suggestions on the issues you should discuss with your clients.
This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.
Experts offer advice on how women can navigate their unique retirement financial needs.
Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
A taxpayer's IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.
A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
How much do you know about Social Security? Find out in this five-question quiz.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
This column offers ideas and describes what’s involved in helping clients make a well-informed choice.
This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.
CPA financial planners report that their clients’ greatest fear about retirement is running out of money, an AICPA survey finds.
Today senior citizens can choose from a variety of living arrangements.
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.
These versatile accounts belong in every adviser’s retirement strategy toolkit.
When clients wait too long to plan, they can find themselves scrambling to pay unexpected bills.
Transfers under a subcontracting agreement to a C corporation held by a taxpayer's Roth IRA were excess contributions to the IRA.