Jul 29, 2019
Most workers with access to a retirement benefit today must contribute to their plan as opposed to relying on a pension. We’re in the “save for yourself” era. Jacquelyn M. Basso, CPA, CFP, of J.M. Basso & Associates in Downingtown, Pa., believes that employees just aren’t saving enough to live comfortably in retirement. Basso, who is chair of PICPA’s Personal Financial Planning Committee, discusses how her fellow CPAs can help address this retirement crisis with their clients, staff, and the public at large. She also addressed this topic in a PICPA CPA Now blog on June 26, 2019.
For full transcript click here.