How to choose the right software for retirement planning
By: Hart, Lea [author]
Language: English Copyright date: 2018 In: Journal of Accountancy Feb 2018, Vol. 225 Issue 2, pages 28 - 32Summary: The article presents suggestions on features to consider when selecting a financial planning software for retirement planning. It is stated that financial planning software show clients how likely they are to meet their retirement goals and the changes needed to achieve the goals. Comment of certified professional accountant (CPA) Brooke Salvini regarding the deepening of the relationship between CPAs and their clients through financial planning software| Item type | Current location | Home library | Call number | Status | Date due | Barcode | Item holds |
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JOURNAL ARTICLE
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COLLEGE LIBRARY | COLLEGE LIBRARY PERIODICALS | Not for loan |
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The article presents suggestions on features to consider when selecting a financial planning software for retirement planning. It is stated that financial planning software show clients how likely they are to meet their retirement goals and the changes needed to achieve the goals. Comment of certified professional accountant (CPA) Brooke Salvini regarding the deepening of the relationship between CPAs and their clients through financial planning software
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