3 SECURE 2.0 Changes to Discuss With Financial Planning Clients To ensure your clients are set up for retirement success, familiarize them with these three SECURE 2.0 provisions to start.

Retirement Tax Planning: Common Rules Are Meant to Be Broken When it comes to tax planning for retirement income, following the “rule of thumb” isn’t always in the best interest of your clients.

Tax Advantaged Strategies to Help Clients Plan for Long-Term Care As health care costs and life expectancy rates rise, CPAs should ensure their clients are preparing for the potential need for long-term care.

A Call to Women CPAs: Consider a Career in Financial Planning Building trust and developing relationships—skill sets that women generally excel at—are key components of a successful career as a financial planning professional. And the profession needs you.

6 SECURE Act 2.0 Changes to Know in 2023 Countless retirement provisions will take effect in the coming years because of the act—here are the ones to take note of during your 2023 planning.

Bonds vs. Bond Funds: Which Reigns Supreme? Bonds play an important role in any well-diversified investment portfolio. But when it comes to buying individual bonds or bond funds, is one stronger than the other?

Liquid Alternatives: Is Now the Right Time to Invest? With economic uncertainty looming, are liquid alternative investments key to protecting your clients’ portfolios? As history shows us, these nontraditional investments might deserve another look.

The Self-Employed Need Retirement Plans: CPAs Can Help They come to us for business advice, so why not retirement advice? As the number of entrepreneurs grows, CPA firms can grow with them by providing needed personal financial planning advice.

Navigating the New Guidance on Qualified Plan Rollovers A new rule from the U.S. Department of Labor could create a regulatory landmine for investment advisors—here’s what to know.