Be prepared for a healthy retirement

Nearing Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.


Health Savings Account (HSA)

As you near retirement, there are some important things to know about how an HSA interacts with Medicare. Refer to HSA Eligibility and Medicare for more detail.

Flexible Spending Account (FSA)

At retirement, you will be reimbursed for any eligible expenses incurred before the date of your retirement. Any remaining funds in the account must be forfeited back to your employer. So you should make a plan to ensure that all your funds are spent before retirement.