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Clients’ Top Retirement Worry is Going Broke: AICPA

CPA financial planners in survey list their clients’ top retirement-related concerns

Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs. The institute’s first quarter personal financial planners (PFP) sentiment survey, which 548 members completed online in February, found that 57% of planners said it was their clients’ main retirement worry. The next most prevalent concerns were health care costs and deciding how much to withdraw from assets. Longevity, Social Security decisions, and issues around diminished capacity and dementia rounded out the top six client concerns. Read more…

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