“Do I have enough money?” This common question posed by many clients as they approach retirement probably does not shock you. Of course, the answer largely depends on each client’s investment portfolio and savings. Still, CPAs can help assuage their clients’ fears by asking them the right questions. Larry Portnoff, a PICPA member who runs AI Advisor, explains how CPAs should think about their clients’ needs for retirement.
By: Jim DeLuccia, PICPA Communications Manager