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Financial Advisory Practice Aids

Look here for information, software and survey data to supplement a financial planning practice. Clients frequently turn to their accountants for help with retirement planning, budgeting, investing and meeting their savings goals.

Individual Retirement Plan Ownership Trending Down as Assets Climb

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study. Read more »

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