Remove bookkeeping course Remove Education Remove quickbooks Remove Tax
article thumbnail

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. 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.