Healthcare Costs

Planning for medical expenses

Healthcare costs are one of the largest and most unpredictable expenses in retirement. The average couple retiring today will need approximately $300,000 to cover healthcare costs throughout retirement, not including long-term care.

Medicare covers many healthcare costs but has gaps. You'll likely need supplemental insurance to cover what Medicare doesn't, including dental, vision, and hearing care. Long-term care insurance is another consideration for extended care needs.

Health Savings Accounts (HSAs) offer a triple tax advantage and can be an excellent tool for retirement healthcare planning. After age 65, you can withdraw HSA funds for any purpose without penalty, though non-medical withdrawals are subject to income tax.

Key Takeaways

Remember that retirement planning is highly personal. What works for one person may not work for another. Consider your individual circumstances, risk tolerance, and goals when making financial decisions.

Always consult with a qualified financial advisor before making significant changes to your retirement strategy. They can help you create a personalized plan that aligns with your specific needs and objectives.