{"id":50512,"date":"2016-12-03t05:00:14","date_gmt":"2016-12-03t10:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=50512"},"modified":"2016-12-16t07:31:16","modified_gmt":"2016-12-16t12:31:16","slug":"retirement-planning-counseling","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","title":{"rendered":"how to counsel on retirement planning"},"content":{"rendered":"
<\/a>got clients over 50? get them talking. by ed mendlowitz<\/i> this is a specific financial planning service that helps clients plan for their retirement. this involves calculating how much a client will have to retire on and how much he or she will need.<\/p>\n more on marketing: <\/b>how to offer employment compensation assistance<\/a> | 9 questions to ask about divorce and taxes<\/a> | guiding clients in investment allocation and management<\/a> | how and why to offer estate planning<\/a> | why cpas are suited to financial planning<\/a> | how to suggest more services<\/a> | adopt a marketing mindset<\/a> this work can take place one to two years before the expected retirement, or 15 to 20 years earlier. it depends on the client. you may also find yourself doing some quick calculations for a client in his or her early 50s who is being offered early retirement. whatever the case, it is a matter of paramount importance to the client, and must be treated by the accountant as such.
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