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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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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
Practical Planning for Cash Flows and Withdrawal Strategies in Retirement
In this archived webcast, a panel of CPA/PFS credential holders discuss practical planning tips for cash flows and withdrawal strategies in retirement.
Webcast Withdrawal & distributions Intermediate
Required Minimum Distribution Regulations
This podcast provides an update on the use of lump sum payments to replace lifetime income being received by retirees under defined benefit pension plans.
Video Withdrawal & distributions Foundational
The CPA's Guide to Financial and Estate Planning
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
Report Process, taxation & strategies Intermediate
Broadridge Forefield Advisor Retirement Plan Participant Resource Center
This page provides access to a collection of resources that address the enrollment, accumulation, and distribution planning that retirement plan participants have.
Article Retirement plans & savings vehicles Foundational
Guidance on Roth IRA Conversions
This page provides access to resources to assist in proper Roth conversion and recharacterization planning for your clients.
Article Retirement plans & savings vehicles Intermediate
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