Retirement Planning

    Retirement Planning 

    The CPA's Guide to Social Security Planning

    The CPA’s Guide to Social Security Planning is a handbook designed by CPAs for CPAs. While many resources provide Social Security facts or advice, including those from the Social Security Administration, few are oriented towards professionals seeking to offer guidance to clients. The guide is organized around questions that a client might ask a CPA, enabling practitioners to easily find the answers to common concerns and planning situations.

    2014 updates: 2014 limits and income thresholds, same-sex couple considerations, and expanded planning for widow(ers).

    PFP/PFS members:  Download the entire guide.

    Non-members: View an excerpt.



    Tools & Resources



    Copyright © 2006-2015 American Institute of CPAs.