ABSTRACT
Accounting academia and professional organizations alike emphasize the need for the integration of technology and information systems into the accounting curriculum. This case integrates taxation concepts (individual retirement savings) and information systems and technology skills (advanced Excel). The case, which can be implemented at the undergraduate or graduate level, requires students to use advanced Excel technical functionality to calculate the tax implications of retirement investing scenarios using three specific types of tax-deferred retirement accounts—a traditional 401(k), a traditional IRA, and a Roth IRA. As many students who complete this case will work for public accounting firms that offer retirement plans, they will benefit academically, professionally, and personally from the knowledge and skills learned in this case.
