Guide to Retirement & Elder Planning: Healthcare Coverage Planning-Excerpt
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Guide to Retirement & Elder Planning: Healthcare Coverage Planning-Excerpt

5 months ago · 405.8 KB Download

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.

This excerpt is from the first few chapters of the Guide to Retirement and Elder Planning: Healthcare Coverage Planning and includes

  • The scope of the problem and extent of the opportunity

  • An overview of Medicare

Download the Guide to Retirement and Elder Planning: Healthcare Coverage Planning-Excerpt

File name: health-care-coverage-planning-5th-excerpt.pdf

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