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Striking a balance on retirement vs. college savings

Financial Planning Digest | Jun 01, 2015

Your clients' decisions about saving for retirement and their children's education are getting more complex because of rising costs, possible entitlement reform, tax hikes and low market returns. It's important for clients to start saving in their early 20s if possible and for families to increase their retirement savings rate to 15% or more. Help your clients minimize their taxes, and discourage them from paying for college with retirement funds. Resources from the AICPA PFP Section can help with retirement planning. InvestmentNews (free registration) (05/28)


Retirement housing 101

Financial Planning Digest | May 28, 2015

Helping baby boomers understand their housing options

Financial Planning Digest | May 28, 2015

A guide to the initial enrollment period for Medicare

Financial Planning Digest | Jun 01, 2015

Making the choice between FLPs and LLCs

Financial Planning Digest | May 28, 2015

Best practices for choosing a 529 savings plan

Financial Planning Digest | Jun 01, 2015

What you should know about "backdoor" Roth conversions

Financial Planning Digest | May 28, 2015

Portability may reshape marital estate planning

Financial Planning Digest | Jun 01, 2015

Research Affiliates predicts 0.7% annual returns for the next decade

Financial Planning Digest | May 28, 2015

"Emotional blackmail" is another form of elder financial abuse

Financial Planning Digest | May 28, 2015


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Free Webcast: Practical Planning for Aging and Elder Issues

Financial Planning Digest | Jun 01, 2015

Podcast: Clients & Their Cognitive Decline

Financial Planning Digest | Jun 01, 2015

Webcast: Should Equities Decline In Retirement, Or Is A Rising Equity Glidepath Actually Best?

Financial Planning Digest | May 28, 2015

Podcast: What To Do With An Unwanted Insurance Policy

Financial Planning Digest | May 28, 2015

Scholarship to attend the AICPA Advanced Estate Planning Conference

Financial Planning Digest | May 21, 2015




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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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