Mexico Retirement Kit: Social Security, IMSS & Healthcare

The complete financial and healthcare guide for US retirees moving to Mexico — built on 8 years of working with retirees in-country.

The most important thing to know: your Social Security keeps paying. Medicare doesn't cross the border. IMSS costs ~$395–985 USD per year depending on your age. Mexican pharmacies sell your prescriptions for 80–95% less than US prices. This kit covers all of it.

Inside the Mexico Retirement Kit (17 Pages)

• Part 1: Social Security abroad — complete setup guide, international direct deposit, the 2026 COLA (2.8%), SSA Benefit Letter as visa documentation
• Part 2: Medicare abroad — the honest assessment (it doesn't cover Mexico), Medicare Part B 2026 premium ($202.90/month), and your 5 real alternatives
• Part 3: IMSS Voluntario enrollment step-by-step — the 7-step process, 2026 age-based premium table ($395–985 USD/year), what's covered from Day 1 vs. after 12 months
• Part 4: Private insurance comparison — GNP Seguros vs Cigna Global vs SafetyWing vs IMSS for retirees age 60+
• Part 5: Cities ranked by healthcare access for retirees — Guadalajara and Querétaro at the top for a reason
• Part 6: Pension & income documentation — Social Security, federal pension, private pension, 401k distributions, multiple income sources
• Part 7: Retiree banking setup — Schwab + Wise + BBVA with automated SSA → Wise → BBVA transfer flow
• Part 8: Drug price comparison — 10 common medications, US price vs. Mexico pharmacy price (savings: 80–95%)
• Part 9: Estate planning basics — Mexican will (testamento), beneficiary designations, power of attorney, Social Security survivor benefits
• Part 10: Budget worksheets — monthly budget by city (Guanajuato, Mérida, Querétaro, Lake Chapala, San Miguel) and personal budget calculator