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How to Help Your Clients Get Ready for Retirement Logo aicpa

  James A. Shambo, CPA/PFS |   Free |   AICPA |   06 Nov 2015 |   AICPA Insights

Clients approaching retirement may be eager to make lifestyle changes, find a second profession or hobby, or even punch out their bucket list. Before they retire, they should consider income tax planning, healthcare coverage, long-term recordkeeping and housing options as part of their preparation plans. This article discussed some of things to consider when working with these clients.

Topics covered:
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Foundational