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Technical

Don’t Let Clients’ Retirement Fall into This Trap Logo aicpa

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  Robert S. Keebler, CPA/PFS, MST, AEP |   Free |   AICPA |   10 May 2017 |   AICPA Insights
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Self-directed IRAs and 401ks are increasingly popular. CPAs are well-positioned to help clients ensure their retirement savings in these accounts don't fall into a prohibited transaction trap. Learn more in this AICPA Insights blog post. 

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

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