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.

    PFP/PFS members:  Download the entire guide.

    Non-members: View an excerpt or purchase a printed soft cover version of this same guide from CPA2Biz entitled The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Second Edition

    Tools & Resources



    Copyright © 2006-2014 American Institute of CPAs.