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Technical

How to Create a Retirement Savings Policy Statement for Your Clients Logo aicpa

  James A. Shambo, CPA/PFS |   Free |   AICPA |   28 Oct 2015 |   AICPA Insights

As retirement nears, clients are often so excited to spread their wings that they sometimes forget how spending money on travel and luxury items. The key is to help them create a Retirement Savings Policy Statement (RSPS), a detailed summary of savings guidelines and how to measure retirement life choices. This article describes what to consider.

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

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