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Withdrawal & distributions

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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How to avoid the 10% additional tax on early retirement distributions

This article details how to help clients get money when necessary without incurring the onerous 10% tax on early withdrawals.

Article Withdrawal & distributions Intermediate

Practical Planning for Cash Flows and Withdrawal Strategies in Retirement

In this archived webcast, a panel of CPA/PFS credential holders discuss practical planning tips for cash flows and withdrawal strategies in retirement.

Webcast Withdrawal & distributions Intermediate

Required Minimum Distribution Regulations

This podcast provides an update on the use of lump sum payments to replace lifetime income being received by retirees under defined benefit pension plans.

Video Withdrawal & distributions Foundational

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

Broadridge Forefield Advisor Retirement Plan Participant Resource Center

This page provides access to a collection of resources that address the enrollment, accumulation, and distribution planning that retirement plan participants have.

Article Retirement plans & savings vehicles Foundational

Guidance on Roth IRA Conversions

This page provides access to resources to assist in proper Roth conversion and recharacterization planning for your clients.

Article Retirement plans & savings vehicles Intermediate