I'm retiring soon

Does retirement qualify me for a Special Enrollment Period?

Leaving employer coverage at retirement is a qualifying life event. If you retire before 65, you have 60 days to move onto a marketplace plan, and retirement-year income often qualifies you for meaningful savings. If you are 65 or older, dropping employer coverage opens a Medicare Special Enrollment Period for Part B and a Part D or Medicare Advantage plan without late penalties. Retirement is also when annuities come into focus, converting part of your savings into income you cannot outlive while leaving the rest invested.

Read the retirement guide →