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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

What we’re now realizing is that the transition from pension to 401(k) didn’t come with the education that most needed to understand how to ensure they’re fully prepared for the retirement phase of life. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.