Back to Search Start Over

From Boomers to Zoomers: Transitioning clients for retirement.

Authors :
Walker, April
Cutrer, J. Raleigh
McCullar, Teela
Source :
The Tax Adviser. March, 2023, Vol. 54 Issue 3, p50, 3 p.
Publication Year :
2023

Abstract

According to the Retirement Industry Trust Association (RITA), approximately 10,000 Baby Boomers turn 65 each day. Forty-seven percent of Baby Boomers have already retired. Almost 75% of the CPA workforce [...]

Subjects

Subjects :
Baby boom generation -- Appointments, resignations and dismissals -- Economic aspects
Retirement planning -- Methods -- Evaluation
Tax law -- Practice
Succession planning (Business) -- Methods
Client development -- Methods
Tax law

Details

Language :
English
ISSN :
00399957
Volume :
54
Issue :
3
Database :
Gale General OneFile
Journal :
The Tax Adviser
Publication Type :
Periodical
Accession number :
edsgcl.746172029

Tools

Authors Abstract Subjects Details