Savannah and Adrian are both 45 years old and both sought medical treatment for high blood pressure. Savannah doesn’t follow the lifestyle changes her doctor suggested, whereas Adrian diligently follows her doctor’s recommendations. With Adrian’s small changes she saves more than $1,000 in out-of-pocket healthcare costs. Additionally, Adrian’s combined pre-retirement and in-retirement savings will be $89,456 more than Savannah, as shown in the table below.
Annual Out-of-Pocket Healthcare Costs:
| Savannah | Adrian | Adrian’s Savings in Health Expenditures | |
| Age 45 | $2,477 | $1,286 | $1,192 |
| Age 64 | $13,936 | $7,343 | $6,592 |
| Total Pre-Retirement | $138,288 | $72,591 | $65,697 |
| Total In Retirement | $51,790 | $28,031 | $23,759 |
| Grand Total | $190,078 | $100,622 | $89,456 |
For illustrative purposes only.
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The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Prepared by 3rd party.
The hypothetical case study results are for illustrative purposes only and should not be deemed a representation of past or future results. This example does not represent any specific product, nor does it reflect sales charges or other expenses that may be required for some investments. No representation is made as to the accurateness of the analysis.
