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Balancing risk and reward in retirement-income planning

Financial Planning Digest | Jul 02, 2015

The relatively new field of retirement-income planning is generally split between two schools of thought, writes Wade Pfau. Investment proponents favor the upside potential of stocks, and insurance proponents favor the reliability of contractual guarantees. But the truth is that both strategies have their merits, and combining the two may yield the best results. Learn more about a new guide from the AICPA PFP Section on practical retirement planning (and download the full guide or a free excerpt) in PFP News at the bottom of today's digest. Advisor Perspectives (06/30)


Same-sex marriage ruling clarifies financial issues

Financial Planning Digest | Jun 29, 2015

Married couples face financial pros and cons

Financial Planning Digest | Jun 29, 2015

What the Greek crisis means for global markets

Financial Planning Digest | Jul 02, 2015

New! The CPA's Guide to Practical Retirement Planning

Financial Planning Digest | Jul 02, 2015

Updates to Social Security and Retirement Health Care Planning Guides

Financial Planning Digest | Jun 29, 2015

Guidance for transferring brokerage account assets

Financial Planning Digest | Jun 29, 2015

Tips for preventing elder financial abuse

Financial Planning Digest | Jun 29, 2015

How to ease the tax bite on foreign dividends

Financial Planning Digest | Jul 02, 2015

Trade Preferences Extension Act includes tax changes

Financial Planning Digest | Jun 29, 2015


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Video Podcast: Top Tips for Creating Tax Alpha

Financial Planning Digest | Jul 02, 2015

New! The CPA's Guide to Practical Retirement Planning

Financial Planning Digest | Jul 02, 2015

AICPA Guidance on Holding Out as "Fee-Only"

Financial Planning Digest | Jun 29, 2015

Updates to Social Security and Retirement Health Care Planning Guides

Financial Planning Digest | Jun 29, 2015

Podcast: Advising Clients on When and How to Update Estate Planning Documents

Financial Planning Digest | Jun 25, 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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