Your Personal Information

Your Financial Information

Future assumptions
Future assumptions		You	Spouse
Expected retirement age (or current age if already retired)
Planned retirement state
Expected years in retirement before death
Health plan information
Health plan information		You	Spouse
Medicare eligibility at age 65? (Read more details)
Employer sponsored medical insurance in retirement? (Read more details)
How much does your Pre-65 plan cover?
How much do you pay for Pre-65 coverage per month?
How much does your Post-65 plan cover?
How much do you pay for Post-65 coverage per month?
Personal health care savings?
Health care savings balance?
Funding per year? (Include your funding as well as employer funding, if any)
Savings Growth Before Retirement?
Savings Growth During Retirement?

View assumptions made by this calculator

Results

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Results Details
	Your Cost	Your Resources
Cost at retirement with no coverage	${{outputs.resultsTab.cost | number:0}}
Your future premiums	${{outputs.resultsTab.premium | number:0}}
Value of Medicare coverage		${{outputs.resultsTab.medicarecoverage | number:0}}
Value of employer-sponsored coverage		${{outputs.resultsTab.employercoverage | number:0}}
Value of HSA dollars		${{outputs.resultsTab.hsadollar | number:0}}
Total	${{outputs.resultsTab.totalcosts | number:0}}	${{outputs.resultsTab.totalresources | number:0}}

 

Results Summary
Your Cost	${{outputs.resultsTab.totalcosts | number:0}}
Your Resources	– ${{outputs.resultsTab.totalresources | number:0}}
Surplus ($) Dollar Gap ($)	= ${{outputs.resultsTab.retirementgapabs | number:0}}
Surplus (%) Dollar Gap (%) (${{outputs.resultsTab.retirementgapabs | number:0}} ÷ ${{outputs.resultsTab.totalcosts | number:0}})	{{outputs.resultsTab.retirementgappercabs | number:0}}%

Understanding the Results

Annual Values