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Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory

767 views· 43 likes· 3:41· Oct 23, 2023

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Are you turning 65 or leaving your employer's health coverage? In this informative video, Julia Lembcke, a Certified Financial Planner professional and President of URS Insurance and URS Advisory, walks you through the process of enrolling in Medicare. Main Discussion Points: - The 7-month initial enrollment period for Medicare starts 3 months before you turn 65, includes your birth month, and lasts for 3 months after - If collecting Social Security already, you'll be auto-enrolled in Medicare Parts A & B (00:01:34) - Otherwise, you must actively enroll in Medicare via SSA.gov or local Social Security office - Those with employer coverage must check if it's "credible coverage" to determine when to enroll - Enroll in Part A at 65 even with employer coverage; delay Part B until retirement - Missing enrollment deadlines leads to lifelong penalties and delays This video offers valuable insights to help you make the right decisions. Don't miss out on important information to avoid late enrollment penalties! Julia and her expert team are here to assist you with your Medicare enrollment journey. Watch now! Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #MedicareEnrollment #Turning65 #LeavingEmployerCoverage

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