Medicare & Health Insurance Planning

Medicare &
Tricare Planning

Health Insurance
Review

Long Term
Care Insurance

QUESTIONS TO CONSIDER

  • What retiree medical insurance options are available through United?
  • When should I sign up for Medicare?
  • What is the difference between Medicare Parts A, B, C and D? What are the typical costs for each?
  • What if I have Tricare For Life (TFL)? Do I still need to apply for Medicare?
  • What’s the difference between AHRA and RHA?
  • How does Long Term Care (LTC) Insurance work? Should I own some? Can I use RHA funds to pay for this?
  • Can I use AHRA/RHA funds for Medicare/medical expenses?
  • Which medical expenses are eligible for reimbursement from AHRA/RHA?
  • How do I fund my AHRA/RHA?
  • How much should I have in my RHA at retirement?
  • What happens to my RHA when I die?
  • What is the reimbursement hierarchy for my AHRA/RHA/FSA/HSA?

Risk management is a critical component of a successful financial plan. We will advise you on many of the important decisions you will need to make as you prepare for retirement. There are several options to choose from and many competing factors to consider in your decision. It is important to seek guidance from a professional during this process. We will help you determine which options work best for you and your family.

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