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MEDICARE IN A NUTSHELL
A non-government site powered by SMRTPlanning, a retirement planning office.
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A 45 minute Educational Workshop
Join us by choosing your location.
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What do I do when?
6 to 9 months before
you turn 65
Meet with a qualified adviser,licensed and certified, with multiple Medicare Insurance plans to learn about all of your Medicare options, including remaining on Employee and Retiree group insurance.
3 months prior to turning 65
Enroll in Medicae Part A
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If you are not covered by Employer group Health Insurance Plan, with more than 20 people insured, you will need to enroll in Medicare's Part B and Part D.
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Additionally.
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Choose Medicare as your insurance and enroll in a Medicare Supplement (Medigap) and a Part D Prescription Drug Plan.
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or..
Replace your Medicare benefits by selecting a Medicare Advantage Plan including Part D prescription drugs.
Within 60 days of leaving an employer group but after age 65
Enroll in Part A and Part B of Medicare
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then
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Choose Medicare as your insurance and select a Medicare Supplement (Medigap) and a Part D Prescription Drug Plan.
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or..
Replace your Medicare benefits by selecting a Medicare Advantage Plan including Part D prescription drugs.
October 15 to
December 7th
Annual Election Period (Open Enrollment) for Medicare Advantage Plans and Medicare Part D Prescription Drug Plans. Select a plan that most appropriately meets your needs.
January 1st
through February 14th
Annual Disenrollment Period for Medicare Advantage Plans and Medicare Part D Prescription Drug Plans. This is the when you can disenroll from your Medicare Advantage Plan, or Medicare Part D Prescription Drug Plan without being locked in for the rest of the year.
Any month in your first year on Medicare Part A
Medicare Trial Period for Medicare Advantage. Change from a Medicare Advantage Plan back to Original Medicare, then select a Medicare Supplement and a Part D Prescription Drug Plan.
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