This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


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

  Robert S. Keebler, CPA/PFS, MST, AEP |   Free |   AICPA |   10 May 2017 |   AICPA Insights

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