Helping Clients Pay for Retirement: Long-term Care, Health Insurance, Medicaid, Reverse Mortgages and More

Dennis Cooper, David L. Cowan, Erin Merkle, Esq., Brian Wolfe, CLU, Michael J. Tucker, CPA, LL.M. (moderator)
  • 3
  • Intermediate
  • Taxes

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Overview

Retirement can be expensive, and as the client population ages, practitioners are increasingly called on for retirement planning and advice. The All-Star Tax Series panel of experts explores the major programs that can impact planning for retirement:  Social Security, Medicare and Medicaid, health insurance, reverse mortgages and long-term care insurance. This course is a holistic view of retirement planning ideas and strategies for clients concerned about quality of life once retired.     

Major Topics:

  • When to take Social Security
  • Integrating Social Security into a retirement planning strategy
  • When an individual is eligible for Medicare and Medicaid
  • Elder care issues and planning strategies
  • Long-term care insurance
  • Health insurance questions associated with retirement
  • Advisability and operation of reverse mortgages

Learning Objectives

Help clients prepare for an enjoyable retirement both financially and personally

Any tax practitioner who wishes to help their clients understand the many challenges that could prevent them from enjoying their retirement years

Experience with handling basic individual income tax transactions

None

Yes

Yes

Varies by state. Click here for details