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Retirement / Decumulation, Insurance Planning, Life Events

Will I Be Enrolled Automatically In Medicare?

Updated 12/1/2023

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
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If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
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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
Should I Change My Medicare Coverage During Open Enrollment?
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