Requirements for Early Medical Retirement

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The requirements for early medical retirement should be discussed with a human resources director or with the people who deal with social security. Find out why a doctor is needed for early medical retirement with help from a licensed insurance agent in this free video on retirement planning and personal finance.

Part of the Video Series: Retirement Planning
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Video Transcript

Hi, my name is Bill Rae. I'm a licensed agent and I've been in the financial field for well over two decades. Today's question is what are the requirements for early medical retirement? That's an excellent question. I'm going to have to assume that what you're asking is what are the requirements for retirement because of a disability. If not if early medical retirement has something to do with your employment, then the best place to look obviously would be with your human resource director, in your contracts or if you're a union member, talk to the union. If it's about disability, then obviously you need to talk with the social security folks. You need to have a doctor who is certifying that you are incapable of working. This is a process. It's going to require you to do a little homework and it's going to require paperwork. So, what does it take to get certified for early medical retirement depending upon your situation, you're going to need do some homework. My name is Bill Rae and I'm helping you build wealth.

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