Your Personal Information

Your Financial Information

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

View assumptions made by this calculator

Results

Show results for   {{ option }}

Results Details
	Your Cost	Your Resources
Cost at retirement with no coverage	{{outputs.resultsTab.costFormatted}}
Your future premiums	{{outputs.resultsTab.premiumFormatted}}
Value of Medicare coverage		{{outputs.resultsTab.medicarecoverageFormatted }}
Value of employer-sponsored coverage		{{outputs.resultsTab.employercoverageFormatted}}
Value of HSA dollars		{{outputs.resultsTab.hsadollarFormatted}}
Total	{{outputs.resultsTab.totalcostsFormatted}}	{{outputs.resultsTab.totalresourcesFormatted }}

 

Results Summary
Your Cost	{{outputs.resultsTab.totalcostsFormatted}}
Your Resources	– {{outputs.resultsTab.totalresourcesFormatted}}
Surplus ($) Dollar Gap ($)	= {{outputs.resultsTab.retirementgapabsFormatted}}
Surplus (%) Dollar Gap (%) ({{outputs.resultsTab.retirementgapabsFormatted}} ÷ {{outputs.resultsTab.totalcostsFormatted}})	{{outputs.resultsTab.retirementgappercabsFormatted}}%

Understanding the Results

Annual Values