The health insurance decision for early retirees can be very complicated. It can be one of the more stressful decisions an early-retiree must make.
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 based on the recent Nerd’s Eye View article he wrote covering this topic. This flowchart considers the following:
Updated for 2020