Courses

Surgent's The Convergence of Health Care and Financial Planning

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Member Price: $0.00 Non-Member Price: $0.00

Date/Time:: Oct 4, 2021, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
Level:: Overview

Understanding the central planning issues surrounding retirement health care is critical while building a comprehensive and effective financial plan. Tax professionals are in a unique position to impact wealth accumulation strategies, adjust retirement income plans, and be a trusted resource for clients.

Objective

Understand the major components and taxation of retirement health care costs
Incorporate health savings accounts and Roth IRAs into retirement tax planning
Recognize opportunities and methods to plan for custodial care

Highlights

Estimating retirement health care costs
Understanding the impact of Medicare IRMAA on retirement income
Reviewing Medicare coverage choices
Optimal timing for the transition to Medicare
Coordinating Medicare with COBRA and employer
Retirement strategies with health savings accounts
Understanding the impact of tax-free income on Medicare premiums
Utilizing key health care provisions in the 2021 American Rescue Act
Important trends in long-term care planning
Providing resources for clients

Designed For

Tax professionals planning for the intersection of taxation, retirement, and investment planning

Prerequisite

None

Advanced Preparation

None