fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
Other
Other Guides
Tax Planning
Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI TCJA Sunset
Insurance Planning
Annuities Life Insurance Long-Term Care Insurance Health Insurance & Medicare Disability Insurance Property & Casualty Insurance
New Laws
Secure Act 2.0 TCJA Sunset
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
Client Meetings & Client Service Calendar
Client Meetings Client Service Calendar (Jan + Feb) Client Service Calendar (Mar + Apr) Client Service Calendar (May + Jun) Client Service Calendar (Jul + Aug) Client Service Calendar (Sep + Oct) Client Service Calendar (Nov + Dec)
IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
Non-Retirement Accounts & Assets
Brokerage Accounts Annuities 529 Accounts HSAs Rental Real Estate
Investment Review & Market Events
Investment Review Market Events
Working/Accumulation
Careers & Employment Business Owners & Self-Employment
Retirement/Decumulation
Preparing for Retirement Social Security Medicare RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
Go Back
Category:
Insurance Planning, Retirement/Decumulation

Medicare Automatic Enrollment Rules

Will I Be Enrolled Automatically In Medicare?

Determining when a client must enroll in Medicare can be complicated. Depending on the client’s situation, they may be automatically enrolled or they may have to proactively enroll. If the client must follow the Initial Enrollment Period rules, there is the added complication of determining when coverage starts.

To help make this analysis easier, we have created the “Will I Be Enrolled Automatically In Medicare” flowchart. It addresses some of the most common Medicare issues that arise when a client turns 65, including:

  • Impact of age on enrollment
  • Automatic enrollment events
  • Initial Enrollment Period rules
  • Coverage start dates for Part A, B, & D
Related Guides
Health And Life Insurance Policy Issues
Category: Insurance Planning, Client Meetings & Client Service Calendar
Early Retirement Health Insurance Marketplace Issues
Category: Insurance Planning
Medicare Part A & Part B Eligibility Rules
Category: Insurance Planning, Retirement/Decumulation
Medicare Part B & Part D IRMAA Surcharge Rules
Category: Insurance Planning, Retirement/Decumulation
Medicare Enrollment Penalty Rules
Category: Insurance Planning, Retirement/Decumulation
Healthcare In Retirement Issues
Category: Insurance Planning
Medicare Open Enrollment Decisions
Category: Insurance Planning, Client Meetings & Client Service Calendar, Retirement/Decumulation

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close