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Senior Resources » Avoid Costly Medicare Mistakes: What Everyone Over 65 Needs to Know

Avoid Costly Medicare Mistakes: What Everyone Over 65 Needs to Know

wasting money concept, burning through money, spending too much
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In this episode of Medicare Moments, Toni King addresses the complexities of transitioning from employer benefits to Medicare after the age of 65. Toni provides practical advice and shares insights to help listeners navigate this challenging process.

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What We’ll Talk About

  • The increasing trend of people working well into their late 70s and beyond.
  • Navigating the transition from employer benefits to Medicare after age 65.
  • Toni explains the forms CMS L564 (Request for Employment Information) and CMS 40B (Application for Enrollment in Medicare Part B).
  • The importance of indicating a SEP on the forms to avoid penalties.

Listen to the Full Episode, Below!


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Originally published June 19, 2024

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