Detail When a Client Leaves or Loses a Job   Oleh:  Aloi, Michael J. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 213 no. 2 (Feb. 2012), page 40-43. Topik: Unemployment; Financial Planning; ACPA; Alasting Effect Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.32 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Given the continued weakness in the economy and an unemployment rate still above historic norms, now is agood time to review the financial planning issues clientsface whenthey leave a jobor are laid off. ACPA's timely and proactive advice can have alasting effect. The 10 planning considerations are: 1. maintaining liquidity, 2. qualified retirement plans, 3. IRA transfers, 4. net unrealized appreciation, 5. restricted stock, 6. deferred compensation, 7. company stock options, 8. holding onto company stock, 9. pension plans, and 10. health savings accounts. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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