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Retirement housing 101

Financial Planning Digest | May 28, 2015

Do your clients know their retirement housing options? CPAs can help clients understand the financial implications of retirement housing contracts and can provide advice on the type of facility that would best suit their needs. Register for a free webcast from the AICPA PFP Section on practical planning for aging and elder issues on June 3 from 1-2:15 p.m. ET. AICPA Insights (05/21)


Helping baby boomers understand their housing options

Financial Planning Digest | May 28, 2015

Making the choice between FLPs and LLCs

Financial Planning Digest | May 28, 2015

What you should know about "backdoor" Roth conversions

Financial Planning Digest | May 28, 2015

Research Affiliates predicts 0.7% annual returns for the next decade

Financial Planning Digest | May 28, 2015

Trusts and the multiple-marriage conundrum

Financial Planning Digest | May 28, 2015

"Emotional blackmail" is another form of elder financial abuse

Financial Planning Digest | May 28, 2015

Start saving early to offset slower income growth later

Financial Planning Digest | May 28, 2015

SCOTUS gives bankruptcy courts more power

Financial Planning Digest | May 28, 2015

Tell clients this basic rule: The market will decline at some point

Financial Planning Digest | May 28, 2015


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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

Free webcast: Practical Planning for Aging & Elder Issues

Financial Planning Digest | May 21, 2015

Only 2 Weeks Until the June Online PFP Boot Camp!

Financial Planning Digest | May 18, 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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