Although CPAs work with their clients on a broad range of issues, retirement planning is a critical piece of any CPA’s practice—and even more so for those who offer financial planning services. This becomes extremely important as 10,000 Baby Boomers turn 65 daily and seek objective advice. To help members in best serving their clients, the AICPA Personal Financial Planning *Thought Leadership Panel focused its efforts on retirement planning in 2015 and the resources captured here are the results.
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.
- How to Create Retirement Cash-Flow Projections for Clients
- Practical Planning, Thought Leadership & Best Practices for Retirement Planning
- Longer Lifespans Strengthen Case for Roth Conversions
- Advising Clients in Later-Life Divorce
- Blog: Helping Your Clients in a Difficult Time: The Tax Treatment for Alzheimer’s
- Blog: How to Help Clients Understand Retirement Housing Options
- Blog: 3 Factors to Evaluate the True Cost of Retirement
- Blog: Does More Money Make You Happier When You Retire? Not Always
- Blog: 4 Ways to Help Clients Plan for Unexpected Medical Expenses
We give special thanks to our *2015 Thought Leadership Panel for providing valuable insights and creating resulting deliverables throughout the year: Lyle Benson, CPA/PFS, Jean-Luc Bourdon, CPA/PFS, Gina Chironis, CPA/PFS, Dirk Edwards, CPA/PFS, Michael Goodman, CPA/PFS, Charlie Kowal, CPA/PFS, Lori Luck, CPA/PFS, David Oransky, CPA/PFS, Ted Sarenski, CPA/PFS, Jim Shambo, CPA/PFS, Scott Sprinkle, CPA/PFS, Tracy Stewart, CPA/PFS, David Stolz, CPA/PFS, and Tom Trainor, CPA.