The CPA's Guide to Practical Retirement Planning
The CPA’s Guide to Practical Retirement Planning provides a comprehensive look at the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life). The author, Jim Shambo, raises and answers anticipated reader questions, making the guide very readable and practical.
The 2016 update includes and update to the LGBT section as well as additional sections on the new myRA and ABLE accounts. Members will benefit from the author’s practical insights combined with those of other thought leaders, allowing CPAs and their clients to implement a successful retirement plan that meets their clients’ goals and dreams.
PFP/PFS members: Download the entire guide or access it in the PFP Collection in the Online Professional Library.
Tools & Resources
- The Retiree’s Cost of Care Barometer
- DOL Fiduciary Rule Resources
- Elder Planning and Life Transitions after Retirement
- Resources on Changes to Social Security Claiming Rules
- Resources Resulting from 2015 Retirement Planning Thought Leadership
- Sample forms from the Guide: Retirement Needs by Spending Priority Worksheet | Data Gathering Form Word doc
- Broadridge Advisor Retirement Plan Participant Resource Center
- Broadridge Advisor's Health Care Reform Resource Center
- Broadridge Advisor's Social Security Resource Center and other resources
- The CPA's Guide to Social Security Planning
- The CPA's Guide to Financing Retirement Healthcare - Non-members: View an excerpt
- The CPA’s Guide to Financial & Estate Planning: provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters
- Guidance on Roth Conversions
- Resources on Safe Withdrawal Rates
- Long Term Care Resources
- Understanding the Reverse Mortgage Landscape
- Transition Checklist: Moving from Business Owner to Retiree
- Special Report: Non-Compliant IRA Trusts and Circular 230 Issues
- Chart: State Creditor Protection Statutes for IRAs, Non-ERISA 403(b) and Roth Variants
- Planning in Retirement – in this article, Lyle Benson, CPA/PFS, brings to light important areas of retirement planning including safe withdrawal rates, asset allocation, cash flow challenges and longevity assumptions.
- Social Security Benefits for Divorced Women – in this article, Gina Chironis, CPA/PFS, explains important Social Security planning issues for divorced women
- Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
- Retirement Planning Events Library (free to PFP/PFS members without CPE)
- PFP Boot Camp: Review the entire PFP Body of Knowledge in one course that is offered as an online class at least twice a year.