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Technical

Advising Clients When They Underestimate Retirement Needs

David Stolz | Free | AICPA | 20 Jan 2016 | AICPA.org

Process, taxation & strategies
Intermediate
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This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.

Topics covered:

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

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