Retirement Healthcare

The CPA trusted advisor is in a unique position to assist his or her clients with the financial aspects for retirement healthcare and other retirement benefit issues because of his or her unique understanding of a range of personal financial planning concerns, including taxation. According to the Pew Research Center, 10,000 baby boomers per day will reach age 65. CPAs will have many clients or parents of clients retiring in the next twenty years. These clients will be looking to CPAs to assist them in optimizing their healthcare costs during retirement.

The AICPA PFP Executive Committee's Elder Planning Task Force is committed to providing access to practical resources to assist practitioners on the subject of retirement healthcare.

	The CPA's Guide to Financing Retirement Healthcare Written by Jim Sullivan and technically reviewed by the Elder Planning Task Force, this handbook is designed by CPAs for CPAs. This guide explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their clients. We hope you will find this guide a valuable tool to use in giving advice to any clients approaching or in retirement and concerned about healthcare. The guide contains technical information punctuated by timelines and charts and supplemented with client questions and appropriate advisor responses. PFP/PFS members: Download the entire guide Non-members: Download an excerpt A printed soft cover version of this same guide is available from CPA2Biz entitled Unlocking the Mystery of Healthcare Planning for Retirement
Medicare Part D Prescription Coverage Enrollment Period Resources: October 15 - December 7, 2012
Advisor Checklist	Download an easy to follow checklist to help identify impacted clients and walk them through the decisions they need to make.
Newsletter Article	Download this article for use in your client newsletter or on your website.
Sample Client Communications	Forefield Advisor allows you to customize presentations: Consumer Alert (can be printed as a PDF or send as an e-mail) Customized client educational presentations (as a PDF or an an email)
360 Degrees of Financial Literacy	360 Degrees of Financial Literacy is a free program of the nation's certified public accountants to help Americans understand their finances through every stage of life. They have a variety of Medicare and healthcare-related articles and information your clients might find helpful.
www.medicare.gov	Access the official US Government website for Medicare for information on managing your health, Medicare basics and locating resources.

A A A

Print Page

Get a free version of Adobe Acrobat Reader