Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
Retirement Planning
How to talk to your clients about travel in retirement
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
Number of workers raiding retirement funds rises
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
Help your clients make sense of Medicare
This column offers suggestions on the issues you should discuss with your clients.
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.
Why women need more money in retirement
Experts offer advice on how women can navigate their unique retirement financial needs.
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.
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.
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.
How much do you know about Social Security?
How much do you know about Social Security? Find out in this five-question quiz.
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.
Best places to retire? It’s complicated
This column offers ideas and describes what’s involved in helping clients make a well-informed choice.
How organizations can increase 401(k) participation
This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.
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.
Understand senior housing options
Today senior citizens can choose from a variety of living arrangements.
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.
Retirement tips from retired CPAs
With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.
When clients should open or convert to a Roth IRA
These versatile accounts belong in every adviser’s retirement strategy toolkit.
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.
‘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.
