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Technical

Your clients may know less about retirement planning than you think Logo aicpa

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  Eddie Huffman |   Free |   AICPA |   09 Nov 2015 |   Journal of Accountancy
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This article provides information on why it is important to assess your client's knowledge of Social Security and longevity before you begin planning.

Topics covered:
  • Personal financial planning: Technical: Retirement planning, Foundational

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