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How the new Social Security full retirement age affects benefits

Financial Planning Digest | Jan 23, 2017

The full retirement age for claiming Social Security benefits is rising to 66 years and two months beginning this year. It will increase to 67 by 2022. The full retirement age for survivor benefits will also rise, though on a different schedule. Despite the change, there is still a financial incentive to delay benefits. For more information on helping clients make Social Security decisions, PFP/PFS section members can download The CPA's Guide to Social Security Planning. Nerd's Eye View blog (01/18)


5 important requirements for updating estate plans

Financial Planning Digest | Jan 17, 2017

These factors could affect Social Security benefits

Financial Planning Digest | Jan 17, 2017

The benefits of calling yourself a CPA financial planner

Financial Planning Digest | Jan 17, 2017

What survivors should know about Social Security death benefits

Financial Planning Digest | Jan 23, 2017

New FAQs offer guidance on fiduciary rule

Financial Planning Digest | Jan 23, 2017

AICPA releases updated information for financial planners

Financial Planning Digest | Jan 17, 2017

Chamber of Commerce wants to eliminate 401(k), IRA required minimum distributions

Financial Planning Digest | Jan 17, 2017

Longer life spans require revised retirement planning

Financial Planning Digest | Jan 17, 2017

5 ways ACA repeal could affect your clients

Financial Planning Digest | Jan 23, 2017


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Podcast: Tax and Financial Planning for 2017-2018 Under Trump and Ryan Proposals

Financial Planning Digest | Jan 23, 2017

Article and Resources: Why call yourself a CPA financial planner?

Financial Planning Digest | Jan 23, 2017

Podcast: Divorce Later in Life: Strategies for CPAs to Discuss with Clients

Financial Planning Digest | Jan 17, 2017

Tax Reform Resource Center

Financial Planning Digest | Jan 17, 2017

Forefield Alert: Rising Rates: The Fed Takes Next Step Toward Normal

Financial Planning Digest | Jan 09, 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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