Proceeding into retirement
CPAs describe how they made a successful transition at the end of their careers.
Retirement Planning
Retirement plan contribution limits increase for 2020
Annual contribution limits for 401(k) plans will increase from $19,000 in 2019 to $19,500 in 2020, and most other limits are increasing as well.
How CPAs can help family businesses with succession planning
Jonathan Flack, CPA, discusses why leaders of family businesses have such a difficult time with succession planning and what CPAs can do to help them.
The father of the 401(k) on how his invention has reshaped retirement
Ted Benna talks about how and why he came up with the 401(k), its advantages and drawbacks, how he’d change it if given the chance, and how it’s reshaped retirement.
Prepare clients for a sudden elder health care crisis
This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.
How the ‘sandwich generation’ affects retirement
CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
Clients’ top retirement fear: Running out of money
Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners.
Don’t miss the new Medicare Advantage enrollment period
It can be helpful for CPA financial planners to reach out to clients to be sure they know about the opportunity to review their coverage and make recommended changes.
Which benefits do employees find most financially beneficial?
Eighty percent of Americans would choose a job with benefits over one with no benefits that paid 30% more, according to a Harris Poll survey on behalf of the AICPA.
Help clients save money on prescription drugs
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
The Medicare Part D coverage gap is ending
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
Don’t let the Medicare Annual Enrollment Period pass you by
the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.
What the future of medical diagnostics could mean for CPAs
As diagnostics advance, more clients will have more information to include as part of the retirement plan.
FIRE-d up for early retirement
Learn how CPAs can help members of the FIRE movement: a group of financially savvy consumers whose goal is to retire in their 40s, 50s — or even younger.
What CPAs need to know about a growing housing option
Experts in community housing and those who participating community living share their thoughts.
Hacking retirement: Technology to spur saving
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
What clients need to know about Social Security
Ted Sarenski, CPA/PFS, discusses 2018 changes to Social Security and much more, including claiming strategies, spousal benefits, and what might happen to the program in the future.
How CPAs can help prevent elder fraud
CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
The ideal time to review your finances
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.
Translating Social Security rules
Here's why clients shouldn't be worried that Social Security will completely disappear.
