10 Ways to Help Gen X Clients Prepare for Retirement
CPA Practice
AUGUST 31, 2023
Toss on the tax savings : Quantify for your client how increased pre-tax retirement contributions (401(k) and/or IRA) could decrease their overall tax liability. You can use a tool such as Intuit Tax Advisor to calculate the impact quickly and easily, and present it in an easy-to-understand format.
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