10 Ways to Help Gen X Clients Prepare for Retirement
CPA Practice
AUGUST 31, 2023
Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.
Let's personalize your content