With employer-provided retiree health care on the wane, clients on the cusp of retirement need advice on enrolling for Medicare. Advisers can assist clients with plan selection as well as planning for anticipated health care needs and the financial resources necessary to meet them. This article recommends that advisers address these issues with clients before their 65th birthdays. Utilize the CPA's Guide to Financing Retirement Healthcare from the PFP Section to guide Medicare planning decisions with your clients.
Published in Brief: