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

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


To help make it easier, there is the “Will I Have To Change Healthcare Coverage As I Transition Into Retirement?” flowchart. It addresses common health insurance related issues for individuals 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: 4/18/2019