Health savings checkup tool

Health Savings Checkup tool

The Health Savings Checkup is an educational tool designed to estimate health care costs during retirement.

Are you prepared?

To view your personalized estimate, take a few minutes to complete the checkup.

So, let's get started.

The more information you provide, the more personalized your results will be.

See the impact of changes instantly by clicking Update my costs.

Discover actions you can take that may help to lower your costs.

Gender

Female Male Gender is required.

Age Please enter an age. You must be between the ages of 18 and 118.

Retired?

Yes No Please indicate your retirement status.

Include a partner

Gender

Female Male Gender is required.

Age Please enter an age. You must be between the ages of 18 and 118.

Retired?

Yes No Please indicate your retirement status.

Gender: [Insert Gender Here]
Age: [Insert Age Here]

Height:

Height - Feet: FT Please enter a height in feet between 1 and 11.

Height - Inches: IN Please enter a height in inches between 0 and 11.

Weight:

LBS Please enter a weight greater than 0 lbs.

Smoker:

Yes No Please indicate your smoking status.

Primary state during retirement?

Primary state of residence is required.

Retirement age expectancy?

Age expectancy:

Gender: [Insert Gender Here]
Age: [Insert Age Here]

Height:

FT Please enter a height in feet between 1 and 11.

IN Please enter a height in inches between 0 and 11.

Weight:

LBS Please enter a weight greater than 0 lbs.

Smoker:

Yes No Please indicate your smoking status.

Primary state during retirement?

Primary state of residence is required.

Retirement age expectancy?

Age expectancy:

Gender: [Insert Gender Here]
Age: [Insert Age Here]

Select conditions to include in your estimate:

Conditions selected:

Coronary Heart Disease
Mild

Gender: [Insert Gender Here]
Age: [Insert Age Here]

Do you have an HSA?

Yes No Please indicate your hsa status.

Account type:

Family Individual Health Savings Account (HSA) type selection is required.

Current HSA balance:

$ A value must be entered for Current HSA Balance.

Planned annual withdrawal (for medical expenses):

Annual rate of return:

% A percentage value must be entered for Annual Rate of Return.

Gender: [Insert Gender Here]
Age: [Insert Age Here]

Do you have an HSA?

Yes No Please indicate your hsa status.

Account type:

Family Individual Health Savings Account (HSA) type selection is required.

Current HSA balance:

$ A value must be entered for Current HSA Balance.

Planned annual withdrawal (for medical expenses):

Annual rate of return:

% A percentage value must be entered for Annual Rate of Return.

Agree to the terms and conditions.

Health Savings Checkup tool

So, let's get started.

Additional Resources

Exercise and Fitness

Total Health Care Costs

Covered by Medicare

Paid from HSA

Your Estimated Shortage

Your Estimated Surplus