SNAPSHOT
Hello
Filling out this brief questionnaire will help us calculate your total health care costs after Medicare Part B premiums are deducted from Social Security. Then you will learn how much savings you will need to fund the difference.
Let's start with your name:
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Now that we are on a first name basis, please select your gender:
 Woman |
 Man |
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Please rate your current health status on a scale of 1-5, with 5 being the healthiest.
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years old
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years old
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years old at retirement
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Please select in which state you plan to retire:
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years old
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years old at retirement
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retirement state
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your life expectency
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Calculating Your Premiums
Based on your information, your total health care costs in retirement will be . After we remove your Medicare Part B premiums, which will be automatically deducted from your Social Security benefits, your total unfunded medical expenses are:
| Total Premiums | ||
| - | Part B | |
| Net Cost of Premiums |
Determining Your Investment and Expected Return
This input allows you to adjust your rate of return (ROR), which will reveal the lump sum that can offset your unfunded expense. (The default is 6.0%.) A more aggressive ROR will require a smaller investment, but may expose you to more risk. A conservative approach will require a larger investment amount.
Rate of return
%