The Medicare Maze: How CPAs Can help new Medicare enrollees plan for a healthy financial future.


Everyone’s nerves are a little on edge these days. Older Americans face particular challenges when it comes to planning their financial future. Health care costs are one of their biggest concerns. As your clients inch closer toward age 65, you can play a critical role in helping them decide when and whether to enroll in Medicare. To the untrained eye, Medicare’s breadth and complexity can be overwhelming. With a little knowledge, you can help your client navigate the Medicare maze.

Medicare is the nation's largest health insurance program, covering over 45 million people. Beneficiaries include those age 65 or older, and those under age 65 who have certain disabilities or end-stage renal disease. For those about to turn 65, there is a seven-month enrollment period that begins three months before a person turns 65. A person can choose to enroll in some or all of Medicare’s four parts, commonly referred to as Parts A, B, C, and D. Each has different enrollment criteria.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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