{"id":113986,"date":"2023-07-19t11:55:46","date_gmt":"2023-07-19t15:55:46","guid":{"rendered":"\/\/www.g005e.com\/?p=113986"},"modified":"2024-08-27t17:01:53","modified_gmt":"2024-08-27t21:01:53","slug":"get-your-clients-talking-about-retirement","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/07\/19\/get-your-clients-talking-about-retirement\/","title":{"rendered":"get your clients talking about retirement"},"content":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50745\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco-424x335.jpg\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco-424x335.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/12\/manladder_3d-businessman-climbing-onto-a-piggy-bank_mji6ftco.jpg 648w\" alt=\"man with briefcase climbing up ladder to top of giant piggy bank\" width=\"424\" height=\"335\" \/><\/a><strong>are they over 50? give them your counsel.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>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<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/07\/17\/use-constraints-to-make-improvements\/\">use constraints to make improvements<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/10\/ten-strategies-for-smart-collections\/\">ten strategies for smart collections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/12\/how-to-react-to-trends\/\">how to react to trends<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/15\/trends-are-all-around-us\/\">trends are all around us<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/24\/how-to-prepare-business-plan-financial-projections\/\">how to prepare business plan financial projections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/03\/the-top-11-financial-statement-ratios\/\">the top 11 financial statement ratios<\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\"><br \/>\nexclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/07\/19\/get-your-clients-talking-about-retirement\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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.<br \/>\n<!--more--><\/p>\n<p>clients will also call upon you to help them decide how they should take their pension plan, individual retirement account (ira), keogh, simplified employee pension plan (sep) or 401(k) money.<\/p>\n<p><strong>who needs this service<\/strong><\/p>\n<p>every client who even remotely mentions future retirement is a candidate for this service.<\/p>\n<p><strong>why the accountant is suited to offer this service<\/strong><\/p>\n<p>starting work on these engagements requires gathering information \u2013 that which exists and that which needs to be developed \u2013 if the client is to have an effective retirement financial plan. our training as accountants equips us with the best tools to show clients how they can measure where they stand now against where they want to go. once the present situation is held up against the future goal and if additional assistance is then needed, financial planning specialists can be recommended.<\/p>\n<p><strong>introducing the client to the service<\/strong><\/p>\n<p>clients over the age of 50 have to be thinking about this. all you need to do is ask them if they would like to have you review their plans and help determine if they are on track, or what they could expect in the way of retirement cash flow.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>are they over 50? give them your counsel.<\/strong><br \/>\n<a href=\"\/\/www.g005e.com\/2023\/07\/19\/get-your-clients-talking-about-retirement\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-114004\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/07\/250_mendlowitz_pigmanladder.jpg\" alt=\"\" width=\"250\" height=\"109\" \/><\/a><br \/>\n<i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":99998,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,3120,3002],"tags":[],"class_list":["post-113986","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-pro-member-exclusive","category-special"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>get your 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