Retirement

Be Financially Prepared for Retirement

The retirement of the future is going to look a lot different than retirement of the past. Estimating what you'll need in retirement, and whether or not your savings are on track, will help you determine if you need to make changes to your retirement plan.

Pennsylvania CPAs shed some light on how to set yourself up for the retirement of your dreams. Read these informative articles, search our Ask a CPA questions, and our view videos.

Money & Life Blogs

Tax Management with Unconventional IRA Distributions

An individual retirement account is an excellent tool for saving for retirement. However, there may be an occasion that arises when the monies saved need to be accessed for costs other than retirement. You need to be aware of the penalties if you are considering this path.
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Pennsylvania Inheritance Tax Planning Tips: Reduce Headaches, Save Money

Few Pennsylvania residents need to worry about paying the federal estate tax, but this doesn't absolve anybody from the need for estate planning. And the biggest estate planning issue for Pennsylvania residents is the state inheritance tax.
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PICPA Shares Expertise as Part of Pa.’s Retirement Task Force

Pennsylvania Treasurer Joe Torsella assembled a task force to analyze the problems and barriers many Pennsylvanians have accumulating sufficient funds for a financially secure retirement. The PICPA was proud to be a part of it.
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