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Don't let clients outlive their savings

Financial Planning Digest | Apr 24, 2017

Advisers should discuss longevity planning with clients as soon as possible, given that life expectancy is lengthening. This article addresses six issues you should cover. PFP/PFS section members can access the Retirement Resources Page, filled with guides, articles, charts and more on helping clients through the retirement planning process. WealthManagement.com (U.S.) (04/19)


How to remedy this IRA mistake

Financial Planning Digest | Apr 24, 2017

Mistaken IRA rollover creates problems for taxpayer

Financial Planning Digest | Apr 24, 2017

How the right tax strategy can stretch retirement income

Financial Planning Digest | Apr 24, 2017

Updated for 2017: Planning charts from Bob Keebler

Financial Planning Digest | Apr 24, 2017

The pros and cons of total return and income portfolios

Financial Planning Digest | Apr 24, 2017

Administration aims for tax overhaul by year's end, Mnuchin says

Financial Planning Digest | Apr 24, 2017

Groups propose modifications for fiduciary rule

Financial Planning Digest | Apr 24, 2017

How a trust was disqualified as a CRT

Financial Planning Digest | Apr 24, 2017

The benefits of dynamic programming in financial planning

Financial Planning Digest | Apr 24, 2017


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Updated for 2017: Planning charts from Bob Keebler

Financial Planning Digest | Apr 24, 2017

Video podcast series: Banish Burnout: Boost Your Personal Efficiency, Effectiveness & Profit

Financial Planning Digest | Apr 24, 2017

This week: Free financial literacy webcast -- invite your clients

Financial Planning Digest | Apr 17, 2017

A perfect record for the domestic asset protection trust

Financial Planning Digest | Apr 17, 2017

Bob Veres Inside Information: Charitable Inheritances

Financial Planning Digest | Apr 10, 2017




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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