There are many decisions that retirees need to make regarding retirement income including sources of income, safe withdrawal rates, and investment changes. These resources will help CPA financial planners understand factors to be considered in the decision-making process with clients.
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- Safe Withdrawal Rates (PFP/PFS members: Sign into Forefield Advisor to access this and other customizable content for your clients.)
- Safe Withdrawal Rates (Non-members: Access this sample of customizable Forefield content.)