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American Institute of CPAs - Personal Financial Planning (PFP)


May 6, 2022

Figuring out health insurance for early retirees can be shrouded in confusion, frustration, and mystery. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, discusses options that are available for your clients. She answers the following questions:

  • What are the options to cover the risks of health-related costs in early retirement?
  • How do you uncover whether retiree healthcare is available through prior employment?
  • What are the common misconceptions or overlooked areas with spousal coverage?
  • Why should COBRA get a closer look?
  • When are alternative coverage arrangements a good fit? 

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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