Most retirement income plans typically target a 75% to 85% income replacement ratio.
With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators.
While these ratios include a portion of pre-retirement health care costs, few take into account projected health care cost inflation, significant health-related out-of-pocket expenses and the impact of Medicare surcharges.
This presentation will draw upon HealthView Services’ actuary and physician-reviewed retirement health care cost projection methodology and provide insight into the modest additional savings that may be required above existing replacement rates to cover expected retirement health care costs.
Ron has more than 25 years of experience in management consulting, financial services and health care software design. He is responsible for developing the HealthView software platform, a solution-based planning system that integrates health care cost projections, Medicare means testing, long-term care expenses and Social Security optimization into the retirement planning process. Ron is a widely respected thought leader in the domain of health care costs projections, and has co-authored several white papers on such topics as the 2015 Health Care Cost Data Report and the Impact of Medicare Means Testing on Future Retirees.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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