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The CPA's Guide to Financing Retirement Healthcare Logo aicpa

  James Sullivan, CPA/PFS |   Free for PFP Section Members |   AICPA |   2016 |

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. The guide contains technical information punctuated by timelines and charts and supplemented with client questions and appropriate advisor responses.

This guide is offered as a benefit of membership to the AICPA PFP member section. If you are not a member, please consider purchasing the guide.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Government programs, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning, Intermediate