Financing 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.


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.


Access the official US Government website for Medicare for information on managing your health, Medicare basics and locating resources.