Guide to Practical Retirement Planning - 4th Edition
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract light blue image
Resources

Guide to Practical Retirement Planning - 4th Edition

1 year ago · 2.3 MB Download

SECTION

EXCLUSIVE

The first section of the guide lays the proper foundation for understanding the science of retirement planning. It explores:

  • The foundations of several assumptions you make with clients,

  • Helps to identify and address the risks to their retirement plan,

  • Highlights the most important research on safe withdrawal rates,

  • Clarifies the limitations of these studies, and

  • You learn how to apply them to your client's situation.

The second section includes the art of retirement planning. Here, you will travel through saving

Download the retirement planning guide

File name: retirement-planning-guide.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content