heidis1
Expert Alumni

Retirement tax questions

Hi jg330,

With your Medicare,
You may want to wait and sign up for Medicare within 8 months after you or your spouse stop working.

Here is a link that will help you decide when is a better time for you:

When to sign up for Medicare 

Get started with Medicare 

With your HSA,

If you do not stop HSA contributions at least six months before Medicare enrollment, you may incur a tax penalty.

Here is link for your HSA:

Health Savings Accounts (HSAs) and Medicare 

Thank you for asking. 

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