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Planning for Retirement Health Care Costs

Executive Summary

Affording health care costs is a concern for people of all ages as these costs are considered to be one of the larger expenses clients will face in retirement.

Top 5 Fears About Retirement

Top Five Fears About Retirement

Source: Employee Financial Wellness Survey, PwC US, 2019.

Health Care: One of The Greatest Expenses in Retirement

Estimated Annual Expenses

Source: U.S. Bureau of Labor Statistics, A Closer Look at Spending Patterns of Older Americans, 2016.

How the Health Care Dollar is Spent

How the Health Care Dollar is Spent

Source: Centers for Medicare and Medicaid Services, National Health Expenditures, 2017.

Health Care Costs in Retirement Fall Into Two Categories

Health Care Costs in Retirement Categories

Source: T. Rowe Price estimates based on projected 2020 Medicare premiums and data from the Health and Retirement Study (HRS). Health and Retirement Study, (HRS) public use dataset. Produced and distributed by the University of Michigan with funding from the National Institute on Aging (grant number NIA U01AG009740). Ann Arbor, MI. Premium percentage of total health care expenses includes the median percentage share of individual health insurance premiums (ages 65 and above) for Medicare Parts A, B, and D.

Planning for Retirement Health Care Costs

Download the Program Guide

Health Care Program Guide

One of the biggest fears people have about retirement is not being able to afford quality health care—yet many fail to plan and budget for these costs.

Program Support

Health Care Costs Presentation
 

Health Care Costs Presentation

Health Care Costs Conversation Starter

Health Care Costs Hard Card

Health Care Costs White Paper

Health Care Costs Positioning Statement

Important Information

This material is provided for general and educational purposes only, and not intended to provide legal, tax or investment advice. This material does not provide recommendations concerning investments, investment strategies or account types; and not intended to suggest any particular investment action is appropriate for you. Please consider your own circumstances before making an investment decision.

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