PLANNING FOR HEALTH CARE COSTS IN RETIREMENT
01.Core Concepts
• Can be a challenging task • For many retirees, health care costs represent a significant portion of retirement spending. • Analysis and evaluation of available health insurance options allows the planner and client to identify any gaps in coverage and develop a plan to effectively meet the client’s needs. • Two periods to evaluate: • Retirement prior to age 65 • Retirement on or after age 65