You're Turning 65: A Must Do Checklist

If you're about to turn age 65 (or know someoneclaim reduced benefits as early as age 62, while
who is) it's time to consider some things that canothers wait until after full retirement age (up to
greatly affect your finances and healthcare. In theage 70) to claim higher benefits. Deciding when it's
months leading up to -- or in the monthsbest for you to claim Social Security benefits for
immediately following, if you've been a little slow --yourself, your dependents, and your survivors
your 65th birthday, do the following:takes a little planning.
* Enroll in Medicare Part A and Part B. Almost* Find out about extra help if you have low
everyone age 65 and older is eligible to enroll inincome and few assets. There is both full medical
Medigap supplemental insurance policy. Your rightcoverage and direct financial help available to
to buy the policy of your choice only lasts until sixpeople 65 and over who have low income and
months after you enroll in Medicare Part B.few assets other than their homes. Medicaid can
* Consider long-term care insurance. A privatepay the full cost not only for medical care but
long-term care insurance policy can help pay foralso for long-term home care and nursing home
long-term home care or residence in anresidence. Supplemental Security Income can
assisted-living facility or nursing home -- thingsprovide small monthly cash assistance in addition
that Medicare doesn't cover. The policies can beto Social Security benefits.
expensive, however, and are something of a* Get your legal documents in order. Although
financial gamble. If you haven't bought long-termmost 65-year-olds still have many years to live, a
care insurance but think you might be interested,sudden illness or accident could make decision
now -- when you're in your mid-60s -- is the lastmaking difficult if not impossible. Getting legal
age at which buying a new policy is affordable fordocuments in order can make sure your wishes
most people.are followed with regard to healthcare, including
* Plan your Social Security benefits claim. Age 66end-of-life care, your ongoing finances, and your
is now Social Security's "full retirement age" --estate. These documents include a will, a power
when you can claim your full Social Securityof attorney for finances, and an advance medical
retirement benefits without any penalty fordirective (also called a living will).
continuing to earn an income. But some people