Personal Financial Planning - INVESTMENT TAX PLANNING FOR RETIREMENT - What's the best way to accumulate assets for retirement? At a time of declining stock market returns, employer cutbacks in qualified plans and ever-changing tax laws, CPAs can help clients figure out how to accumulate enough capital to ensure a safe and secure retirement.
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|Authors:||Chesser, Delton L. ; Harrison Jr, Walter T. ; Reichenstein, William R.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 196.2003, 2, p. 63-71
Personal Financial Planning - A FINANCIALLY SECURE FUTURE - Does your client need long-term-care insurance? The answer depends on a variety of factors including his or her age, income, net worth and willingness to self-insure. With rising nursing home costs, CPAs should not fail to help clients plan for what could be a drain on their retirement resources.
Chesser, Delton L., (2002)
PERSONAL FINANCIAL PLANNING-TAX - To Roth or Not to Roth? As more employers begin offering Roth 401(k) retirement saving plans as an alternative to traditional 401(k) plans, CPAs must help clients look ahead to their retirement needs and resources and chart a path.
Chesser, Delton L., (2007)
Chesser, Delton L., (1996)
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