Free Medicare Tool

Medicare Readiness Checklist

Answer a few practical questions and get a personalized Medicare next-steps guide with your Medicare timeline, key warnings, and a branded version you can print or save for later.

Your questions

Your name or household name

Optional. This helps personalize the printed guide.

What is your date of birth?

This lets the tool calculate when your Initial Enrollment Period opens and closes.

Are you already receiving Social Security?

Are you still working?

If you are still working, does your employer have 20 or more employees?

If you are not sure, choose that. This is one of the most important Medicare rules.

Are you covered under your spouse's employer plan?

Do you contribute to a Health Savings Account (HSA)?

Are you planning to retire or leave employer coverage in the next 12 months?

Do you currently take regular prescription medications?

Which matters more to you right now?

Do you think your income may be high enough for Medicare surcharges like IRMAA?

Do you have a 401k, IRA, pension, or retirement account you expect to use in retirement?

Retirement-account income can affect your Medicare budget, including possible IRMAA surcharges.

Have you planned how you would pay for long-term care if Medicare does not cover it?

Do you currently have life insurance or a policy that may include long-term care benefits?

What this will give you

A short situation summary based on your answers
A practical checklist of what to do next
Warnings about common Medicare mistakes to avoid
Helpful links to the most relevant articles and tools on this site

Your personalized checklist will appear here.

Once you answer the questions, this tool will build a tailored Medicare next-steps guide with your timeline, key warnings, and helpful resources.

Jon Perkins

Medicare Made Simple

Jon Perkins, RN, BSN

Independent Medicare Advisor

816-291-3655

jonperkinsmedicare.com

Your Personalized Medicare Next Steps

Generated just now

Email this checklist to yourself

Get this personalized report in your inbox. You can also choose to hear occasionally from Jon Perkins Medicare with helpful updates and Medicare tips.

Name

Email address

Phone number (optional)

I want my personalized Medicare checklist emailed to me. I would like occasional emails from Jon Perkins Medicare with Medicare tips, updates, and helpful reminders.

Your Medicare timeline

Your next steps

What to verify

What to avoid

Helpful resources

Schedule Review

Want help reviewing this checklist?

Questions about your next steps? Jon Perkins can help you compare your Medicare options in plain English at no cost.

Call: 816-291-3655

Website: jonperkinsmedicare.com

Schedule: calendly.com/jon-perkins-medicare/freeconsultation