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Retirement planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Don’t Let Clients’ Retirement Fall into This Trap

This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.

Article Process, taxation & strategies Intermediate

Social Security and Divorce: What Clients Need to Know

This blog post discusses three key points of social security and divorce to discuss with clients.

Article Government programs Foundational

Continuing Care Retirement Communities: Helping Clients Choose

This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).

Article Process, taxation & strategies Foundational

Deciding Whether to Roll Over to a Roth IRA

This article discusses the advantages and disadvantages of rollovers to a Roth IRA.

Article Process, taxation & strategies Intermediate

Four Steps to a Happier, Successful “Business” Retirement

​This blog post describes four critical steps to help you be a better partner to your clients as they retire from their own businesses.

Article Retirement planning Intermediate

Americans’ biggest retirement fear: Running out of money

This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.

Article Process, taxation & strategies Intermediate

When clients should open or convert to a Roth IRA

This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.

Article Retirement plans & savings vehicles Intermediate

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

This article defines the key questions financial advisers should ask of a family business owner contemplating retirement.

Article Retirement planning Intermediate

Advising Clients When They Underestimate Retirement Needs

This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.

Video Process, taxation & strategies Intermediate

How to avoid the 10% additional tax on early retirement distributions

This article details how to help clients get money when necessary without incurring the onerous 10% tax on early withdrawals.

Article Withdrawal & distributions Intermediate

Guiding clients through the Medicare Part B enrollment minefield

CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.

Article Government programs Intermediate

Your clients may know less about retirement planning than you think

Why it is important to assess your client's knowledge of Social Security and longevity before you begin planning.

Article Retirement planning Foundational