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Insurance Planning

Am I Eligible For Medicare Part A & Part B?

Updated 12/1/2024

In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options.

To help make this analysis easier, we have created the “Am I Eligible For Medicare Part A & Part B” flowchart. It addresses some of the most common Medicare eligibility issues that arise, including:

  • Eligibility before age 65
  • Eligibility if a client has fewer than 40 work credits
  • Applicable premiums
Related Guides
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Category: Retirement / Decumulation, Insurance Planning, General
Will I Avoid Medicare Enrollment Penalties?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Will I Be Enrolled Automatically In Medicare?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning

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