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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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Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

Cash Management Strategies

Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.

Course – Online Estate planning Intermediate

The Retirement Planning Process

In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and...

Course – Online Retirement planning Intermediate

Governmental and Employer Retirement Plans

In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement...

Course – Online Retirement plans & savings vehicles Intermediate

Analyzing Client Retirement Data

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning,...

Course – Online Process, taxation & strategies Intermediate

Creating, Implementing and Monitoring The Retirement Plan

In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you...

Course – Online Retirement plans & savings vehicles Intermediate

Retirement Planning Certificate Program

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses...

Course – Online Retirement planning Intermediate

Switching Gears Lifestyle Process

Brought to you by the AICPA, Switching Gears Lifestyle Process is a retirement coaching program created to help you implement a post-career plan of action which will...

Publication Retirement planning Foundational

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

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning

Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides...

Course – Online PFS credential preparation

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