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Rethink old retirement planning assumptions

Financial Planning Digest | May 22, 2017

Relying on traditional rules of thumb -- such as the 4% withdrawal rate in retirement -- can be problematic, as these rules may be based on assumptions about interest rates and life expectancy that no longer hold true. One alternative method to consider is the personal funded ratio, which compares a person's anticipated liabilities with anticipated assets. For more information on retirement planning, PFP/PFS section members can access this in-depth guide. Financial Advisor online (05/18)


Solutions to common behavioral finance problems

Financial Planning Digest | May 22, 2017

Make sure clients are Social Security savvy

Financial Planning Digest | May 22, 2017

When clients work while receiving Social Security

Financial Planning Digest | May 22, 2017

Move to lower-cost funds to boost retirement portfolios

Financial Planning Digest | May 22, 2017

How to manage the tax burden of high-net-worth clients

Financial Planning Digest | May 22, 2017

Spousal lifetime access trusts offer advantages for clients

Financial Planning Digest | May 22, 2017

AICPA asks for review of 6 tax rules

Financial Planning Digest | May 22, 2017

Search for this trait when hiring

Financial Planning Digest | May 22, 2017

Estate planning tips during political uncertainty

Financial Planning Digest | May 22, 2017


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New PFS Exam Practice Questions

Financial Planning Digest | May 22, 2017

Broadridge Alert: New Materials Available

Financial Planning Digest | May 22, 2017

New Resources on the American Health Care Act

Financial Planning Digest | May 15, 2017

Bob Veres' Inside Information: "The Bear Down the Road"

Financial Planning Digest | May 15, 2017

Podcast: Tax Reform Proposal from the Trump Administration

Financial Planning Digest | May 08, 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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