Mindset

The Healthcare Bridge: Retiring Before 65

📅 Last Updated: July 2026 ⏱ 5 min read ✦ Get Rich Slow By Michael Azzolina · CPA · MBA
Quick Answer

If you retire before 65, you need a plan for health coverage until Medicare starts. The 2 main options are COBRA, which keeps your employer plan for up to 18 months at full cost, and the ACA marketplace, where cost depends on your reported income. Budget for this gap as its own line item in your retirement plan, don't assume it away.

Medicare doesn't start until 65. If the math says you can retire at 58, or 60, or 62, that's a real gap, sometimes several years, where you need health coverage from somewhere else. This is one of the most overlooked pieces of an early retirement plan, and it deserves to be budgeted for specifically, not assumed away.

I've seen the mindset that leads to this gap up close, in my own family and among friends' parents: an assumption that Social Security and Medicare will simply take care of things once retirement arrives. Medicare helps enormously once it starts, but even then it isn't complete coverage on its own, and it doesn't exist at all in the years before 65. Assuming it will be there to catch you, without a specific plan for the years before it actually kicks in, is exactly the kind of gap that turns an otherwise solid retirement plan into a stressful one.

Option 1: COBRA

COBRA lets you keep your employer's health plan for a limited period after leaving, typically up to 18 months. The coverage is the same you had while working, but you now pay the full premium yourself, including the portion your employer used to cover, plus an administrative fee. It's often the most expensive option, but it means no disruption in coverage or providers during the transition.

Option 2: the ACA marketplace

The Affordable Care Act marketplace is where most early retirees end up for the stretch beyond COBRA's limited window. Plans are available regardless of health history, and the cost depends heavily on your household income for that year, since subsidies are income-based. This is actually a place where the withdrawal order article matters directly: how you structure your income in these years can materially change your healthcare costs, since drawing down a taxable account for a period can keep reported income low enough to qualify for meaningful subsidies.

Your reported income in early retirement is as much a healthcare cost question as it is a tax question. Keeping taxable income low in these years can lower marketplace premiums significantly.

Budget for it as its own line item

Healthcare costs before 65 can be a meaningful chunk of an early retirement budget, easily comparable to housing costs in some cases. Treating it as a specific number to plan for, rather than an assumed continuation of what you paid while employed, keeps the rest of the retirement plan honest.

Once 65 arrives

Medicare becomes available at 65 regardless of when you actually stop working, and it's worth enrolling on time even if you're still employed, since late enrollment can carry permanent penalties depending on your situation. It won't cover everything, supplemental coverage is common, but it's a significant cost reduction from the bridge years.

The takeaway

Retiring before 65 means planning for a real healthcare gap, not assuming it away. COBRA and the ACA marketplace are the 2 main bridges, and how you structure your income during those years can materially affect what the marketplace option actually costs you. Budget for this specifically as part of any early retirement plan.

Frequently Asked Questions

How do I get health insurance if I retire before 65?

2 main options. COBRA lets you keep your employer's health plan for a limited period, typically up to 18 months, but you pay the full premium yourself plus an administrative fee. The ACA marketplace is where most early retirees end up for the stretch beyond COBRA's window, and its cost depends heavily on your reported household income for that year.

Why does my income matter for ACA marketplace health insurance costs?

ACA marketplace subsidies are income-based, so how you structure your income in early retirement can materially change your healthcare costs. Drawing down a taxable account for a period, rather than taking withdrawals that count as reported income, can keep your reported income low enough to qualify for meaningful subsidies. This is one of the places retirement income planning and healthcare costs connect directly.

Does Medicare cover everything once I turn 65?

No. Medicare helps enormously once it starts, but it isn't complete coverage on its own. It doesn't exist at all before 65, which is exactly the gap this bridge period is about. Treat the years before 65 as a specific budget item, since assuming Medicare and Social Security will simply take care of things is a common and costly mistake.