Strong Plan and Distribution Strategy Will Enhance Your Clients' Retirement

Zook, Jack
January 2012
Pennsylvania CPA Journal;Winter2012, Vol. 82 Issue 4, p1
The article offers suggestions on how to manage and enhance distribution of retirement funds of the client. It cites that future health care costs are the most critical variable in distribution planning. It advises certified public accountants (CPAs) to prepare clients when approaching retirement for the transition over at least a three year-period with tough economic conditions.


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