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The long-term-care conundrum

Financial Planning Digest | Sep 26, 2016

Americans are living longer, leading to rising concerns about the need to plan for long-term-care costs. If a standalone LTC policy is not an option, advisers can help clients consider alternatives such as annuities and life insurance policies with long-term-care riders. To learn about the latest trends and developments in LTC, PFP/PFS section members can listen to this webcast. Financial Advisor (09/2016)


Year-end tax planning considerations

Financial Planning Digest | Sep 26, 2016

Educate clients about exception to IRA rollover rules

Financial Planning Digest | Sep 26, 2016

Bills seek to halt proposed estate-tax rule

Financial Planning Digest | Sep 26, 2016

Watch out for double taxation on company stock options

Financial Planning Digest | Sep 26, 2016

How to use up leftover 529 money

Financial Planning Digest | Sep 26, 2016

How financial advice will be transformed in the next 5 years

Financial Planning Digest | Sep 26, 2016

Automatic enrollment in Medicare Advantage draws scrutiny

Financial Planning Digest | Sep 26, 2016

This Week! Free Webcast with CPE: Estate Planning for the 99%

Financial Planning Digest | Sep 26, 2016

529 college savings plans still not widely used

Financial Planning Digest | Sep 26, 2016


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Forefield Spotlight: Financial Questions Checklist

Financial Planning Digest | Sep 26, 2016

This Week! Free Webcast with CPE: Estate Planning for the 99%

Financial Planning Digest | Sep 26, 2016

PFP Summit: For Leaders Among Leaders

Financial Planning Digest | Sep 19, 2016

Podcast: What You Need to Know About Intergenerational Split-Dollar Agreements

Financial Planning Digest | Sep 19, 2016

Bob Veres' Inside Information: Unintended Custody

Financial Planning Digest | Sep 12, 2016




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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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