TITLE

Guiding Clients Through the Transition to Medicare

AUTHOR(S)
Buttel, Amy B.
PUB. DATE
March 2010
SOURCE
Journal of Financial Planning;Mar2010, Vol. 23 Issue 3, p24
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on how the financial planners could guide their clients to Medicare from employer-based or individual insurance coverage in the U.S. It mentions that the retirement savings and spending projections of the financial planners have been integrated with health care inflations and cost modeling to track on health care costs. It states that it is necessary for the planners to guide their clients to Medicare coverage from either consolidated omnibus budget reconciliation act (COBRA) or individual coverage. It explores the basic issues to help planners ask the right questions in order to guide clients with the transition.
ACCESSION #
48538132

 

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