Health insurance coverage is often a primary concern for your clients who are retiring early. Understanding and weighing options can be complicated and stressful for early retirees.
To help make the conversation with clients easier, we have created the “If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?” flowchart. This particular flowchart was developed in collaboration with Jeff Levine, and is based on the recent Nerd’s Eye View article he wrote covering this topic. This flowchart considers the following:
Updated for 3/15/2021