Will Healthcare Change As I Transition Into Retirement?
There are a lot of moving parts involved when deciding what health insurance is most appropriate if you are nearing retirement. This is especially true if you 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 if you are evaluating your healthcare options in retirement, including:
Medicare considerations
Expected retirement age
COBRA coverage options
Employer-sponsored health plan options
HSA coordination
Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.