Will Healthcare Change As I Transition Into Retirement?

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

To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart. It addresses common health insurance-related issues for clients who are evaluating their healthcare options in retirement, including:

• Medicare considerations

• Expected retirement age

• COBRA coverage options

• Employer-sponsored health plan options

• HSA coordination