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A different way to calculate retirement readiness

Financial Planning Digest | Feb 27, 2017

The personal funded ratio can be a useful tool for advisers working with pre-retirees to make sure their financial needs will be met after they leave the workforce. Here's a look at how to calculate the ratio and how to interpret it based on a client's goals, preferences and circumstances. Financial Advisor online (02/01)


Where to find favorable tax treatment of retirement income

Financial Planning Digest | Feb 27, 2017

Delayed-retirement credits may not kick in until the next calendar year

Financial Planning Digest | Feb 21, 2017

Re-examining tax-loss harvesting: Better results through enhanced understanding

Financial Planning Digest | Feb 21, 2017

The benefits of SEP IRAs for independent contractors

Financial Planning Digest | Feb 21, 2017

Helping clients choose a continuing care retirement community

Financial Planning Digest | Feb 21, 2017

Beneficiary rollover IRA won't be treated as an inheritance, IRS rules

Financial Planning Digest | Feb 21, 2017

Tax-efficient ways to save more for retirement

Financial Planning Digest | Feb 27, 2017

Rethink safe withdrawal rates

Financial Planning Digest | Feb 27, 2017

Quiz: Do you know these planning acronyms?

Financial Planning Digest | Feb 21, 2017


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Bob Veres 2017 Software Survey Results for financial planners

Financial Planning Digest | Feb 27, 2017

University course released: The Essentials of Personal Financial Planning

Financial Planning Digest | Feb 27, 2017

Updated: Elder Planning Resource Page

Financial Planning Digest | Feb 21, 2017

PFP Trends Survey findings: Divorce and Retirement

Financial Planning Digest | Feb 21, 2017

Broadridge (formerly known as Forefield) Alerts: Digital Deception: Current Trends in Cybercrime and New Retirement Materials Available

Financial Planning Digest | Feb 13, 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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