Will I Have To Change Healthcare Coverage As I Transition Into Retirement?

Category: Healthcare

There are a lot of moving parts when it comes to deciding what health insurance is most appropriate for a client about to retire. This is especially true for clients who may not be ready to apply for Medicare.

To help make it easier, we have created the “Will I Have To Change Healthcare Coverage As I Transition Into Retirement?” flowchart. It addresses common health insurance related issues for clients about to retire and evaluating their healthcare options:

  • Medicare consideration
  • Expected retirement age
  • COBRA coverage
  • HSA coordination
  • Employer-sponsored health plan options
  • Impact if employer has less than 20 employees

Updated for 2019