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Excerpt V3 – The Adviser’s Guide to Financial & Estate Planning – 14th Ed

Oct 03, 2023 · 1.1 MB Download

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As baby boomers retire and the overall population ages, CPA financial planners will find an increasing portion of their practices addressing retirement, eldercare, and government entitlement program issues. The most frequently asked about programs (Social Security and Medicare) are covered here. Topics addressed in this excerpt include:

  • Tax planning for social security benefits,

  • Describes the different parts of Medicare,

  • Strategies to gain Medicaid eligibility,

  • Explains the various types of Social Security benefits, and

  • Describes how Social Security benefits are computed.

Download the Guide to Financial and Estate Planning – V3 Excerpt

File name: Guide to Financial and Estate Planning – V3 Excerpt.pdf

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