410.363.7211

Medicare Enrollment Periods, Deferment, and More: Do I Have to Apply For Medicare at 65?

When approaching the age for Medicare, there are some common questions: Do I have to apply for Medicare when I turn 65? What if I’m still working and receiving employer-sponsored health care? Should I defer enrolling in Medicare, and if I do, how can I be sure I won’t be penalized? On this episode of The Prosperous Life, Tracy Russo, President of HTA, is here to shed some light on Medicare enrollment, timing considerations, and more.

In this podcast, you will learn:

  • Who needs to enroll in Medicare and when should they apply
  • The consequences of not applying for Medicare during your enrollment period
  • Reasons to defer enrolling in Medicare at age 65 and how to defer
  • When to enroll in Medicare if you’re still working at age 65
  • The definition of credible coverage in the eyes of Medicare
  • Medicare’s interaction with COBRA, retiree plans, severance coverage, and health savings accounts (HSAs)

Contact Tracy Russo at HTA
www.htafinancial.com
[email protected]
610.430.6650

Contact The Prosperity Consulting Group:
www.prosperityconsult.com
[email protected]
410.363.7211

Contact The Hoffman Group:
www.hoffmancpas.com
[email protected]
443.320.4101

Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Investment advisory services offered through The Prosperity Consulting Group, LLC. The Prosperity Consulting Group, LLC is not affiliated with Triad Advisors, LLC.

This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. It is not intended to provide, and should not be relied on for, any tax or legal advice. You should consult your tax or legal adviser prior to making any decision based on any specific information contained herein.

The Prosperity Consulting Group, LLC is not affiliated with The Hoffman Group, LLC.
The Prosperity Consulting Group, LLC is not affiliate with HTA. 

This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. It is not intended to provide, and should not be relied on for, any tax or legal advice. You should consult your tax or legal adviser prior to making any decision based on any specific information contained herein. The Prosperity Consulting Group is not affiliated with The Hoffman Group.
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The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
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