GUIDES


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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
How Must I Take Distributions From The Roth IRA I Inherited?
Category: Estate Planning
What Documents Do I Need To Collect For Filing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider At The Start Of The Year?
Category: General
Master List Of Goals
Category: General
Category:
Retirement / Decumulation, Insurance Planning, Life Events

Will I Avoid Medicare Enrollment Penalties?

Updated 12/01/2024

If the Medicare enrollment rules are not followed correctly, clients may be subject to significant penalties. It is important to understand available options, applicable deadlines, and a client’s unique circumstances in order to properly enroll in Medicare and avoid penalties.

To help make this analysis easier, we have created the “Will I Avoid Medicare Enrollment Penalties?” flowchart. It addresses some of the most common issues that clients face, including:

  • Impact of employee headcount for those covered under an employer plan
  • Special Enrollment Period rules
  • Penalties for delaying Part A, B, & D
  • How a creditable drug plan could impact Part D late enrollment penalties
Related Guides
If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
Category: Retirement / Decumulation, Insurance Planning
What Issues Should I Consider Before I Retire?
Category: Retirement / Decumulation, General, Life Events
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Category: Retirement / Decumulation, Insurance Planning, General
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