4. Enrolling in Social Security and Medicare


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life

Both Social Security and Medicare benefits are an important part of anyone’s retirement. Knowing how and when to collect Social Security and how Medicare works can help you get the most from your retirement dollars.

The following subtasks may assist you in enrolling in Social Security and Medicare. You will find detailed resources for these subtasks under the links in the right column of this page.

Subtask 1: Decide when to take Social Security

Subtask 2: Manage spousal Social Security benefits

Subtask 3: Enroll in Medicare

Subtask 4: Consider Medicare supplemental (Medigap) policy


Entering Retirement Tasks

1. Selecting your retirement lifestyle
2. Estimating your monthly retirement income
3. Setting up your spending plan
4. Enrolling in Social Security and Medicare
5. Managing taxes during retirement

Enrolling in Social Security and Medicare Subtasks

1. Decide when to take Social Security
2. Manage spousal Social Security benefits
3. Enroll in Medicare
4. Consider Medicare supplemental (Medigap) policy

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