Retirement planning

TOPICS / PERSONAL FINANCIAL PLANNING

August 7, 2017

Number of workers raiding retirement funds rises

More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.

July 24, 2017

Help your clients make sense of Medicare

This column offers suggestions on the issues you should discuss with your clients.

July 10, 2017

Help clients afford health care in retirement

This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.

May 8, 2017

Why women need more money in retirement

Experts offer advice on how women can navigate their unique retirement financial needs.

April 12, 2017

Nearly half of Americans fear not being able to afford retirement

Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.

April 1, 2017

Mistaken IRA rollover creates problems for taxpayer

A taxpayer’s IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.

March 24, 2017

What role should your house have in retirement planning?

A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.

March 1, 2017

How to discuss long-term-care options with clients

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.

January 9, 2017

Best places to retire? It’s complicated

This column offers ideas and describes what’s involved in helping clients make a well-informed choice.

December 12, 2016

How organizations can increase 401(k) participation

This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.

October 6, 2016

Americans’ biggest retirement fear: Running out of money

CPA financial planners report that their clients’ greatest fear about retirement is running out of money, an AICPA survey finds.

August 1, 2016

Understand senior housing options

Today senior citizens can choose from a variety of living arrangements.

July 25, 2016

What to know before you take out a student loan

Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.

July 11, 2016

Retirement tips from retired CPAs

With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.

July 1, 2016

When clients should open or convert to a Roth IRA

These versatile accounts belong in every adviser’s retirement strategy toolkit.

June 27, 2016

Afraid to bring up elder planning with your aging clients?

When clients wait too long to plan, they can find themselves scrambling to pay unexpected bills.

June 1, 2016

‘Private Roth IRA corporation’ is held abusive

Transfers under a subcontracting agreement to a C corporation held by a taxpayer’s Roth IRA were excess contributions to the IRA.

May 12, 2016

Half of American families with student loan debt delay saving for retirement

Channeling money into a retirement fund in your 20s and 30s can pay big dividends when it’s time to stop working. But a new AICPA poll finds student loan debt is increasingly weighing on adults in the United States.

April 25, 2016

Key questions to ask the family business owner who plans to sell

As the many Baby Boomers who own family businesses contemplate retirement, CPA advisers will increasingly be called upon to help them craft exit strategies.

March 1, 2016

Social Security changes affect retirement planning

The latest federal budget law restricts the use of the file-and-suspend and lump-sum options.

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