Healthcare-Integrated Retirement Planning
Retirement should be a time of freedom — not fear about healthcare costs or financial uncertainty
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Trusted Partners
Synchronizing Healthcare Expenses
With Retirement Planning
The #1 retirement roadblock is not market volatility, it's healthcare costs.
Tactical Wealth Planning was founded to solve a problem most advisors overlook: integrating the cost of healthcare into retirement plans - specifically for those retiring before age 65.
The Hidden Costs of Early Retirement
Many asipiring retirees underestimate the true finanical weight of healthcare, especially before Medicare eligibility at age 65. This often overlooked expense can significantly impact your retirement timeline and financial security if not strategically planned.
$15K+
Annual Pre-Medicare Costs
The average individual out-of-pocket helathcare expenses for early retirees before Medicare.
$350K
Average Lifetime Spend
A couple retiring at 65 may spend on healthcare throughout their retirement excluding long-term care.
60%
Retirement Delays
Percentage of individuals who delay retirement due to healthcare cost concerns.
40%
With Higher Costs
Percentage of retired Americans who report that their healthcare costs in retirement are higher than they anticipated.
Confident Healthcare and Secured Wealth
Holistic Longevity Planning
Integrating expected health costs with your investment strategy ensures your nest egg supports a longer, healthier life without unexpected financial shocks.
Optimized Resource Allocation
We strategize tax-efficient withdrawals and leverage tools like HSAs, maximizing your savings to cover healthcare while maintaining investment growth.
Unshakable Peace of Mind
Gain confidence knowing every facet of your retirement, from critical medical care to comfortable living, is comprehensively planned and perfectly synchronized.
The Missing Link
Why Health & Wealth
Matter
Healthcare planning and retirement planning are essential components of a secure and fulfilling retirement, yet many Americans overlook their integration. As healthcare costs continue to rise, simply saving for retirement isn't enough. Effective healthcare planning ensures individuals are financially prepared for medical expenses, long-term care, and potential health-related emergencies that can significantly impact retirement savings.
Healthcare Planning Strategies
Insurance planning, cost management, risk assessment, early retirement medical coverage
Investment Portfolio Integration
Tax-efficient distribution sequences, asset allocation, proper portfolio risk control, tax planning strategy
Copyright© 2025 Tactical Wealth Planning LLC. All rights reserved. Advisory services are for informational purposes only and do not constitute legal, tax, or financial advice. Consult with a licensed professional before making decisions.
info@tacticalwealthplan.com
(804) 406-9882