White Papers

2024 Medicare Part D Premiums: National Cost Data Report

December 2023 

Following our previous white paper focusing on the five states with the highest 65-plus populations…

2024 Medicare Part D Premiums: Interim Data Report

November 2023 

A review of upcoming prescription drug premium increases and what retirees need to know.

Automating Retirement Planning & Decumulation to Address Healthcare 

July 2023 

Unveiling new practices that can save advisors time and help better prepare clients for critical retirement expenses.

Social Security: How Much Should Millennials Expect? 

June 2022 

Using the latest SSA projections to determine reasonable benefit expectations and retirement planning solutions.

The Long-Term Impact of Short-Term Inflation 

March 2022 

How CPI and other factors impact health cost inflation, and the cost changes current and future retirees can anticipate.

Long-Term Care and Financial Planning

June 2021

Long-term care cost projections and potential funding solutions can be shown to clients on a personalized level.

2021 Retirement Healthcare Costs Data Report

December 2020

HealthView’s annual projections on retirement healthcare costs, inflation, and other factors in 2021 and beyond.

Addressing the Women’s Longevity Gap

September 2020

Women must be prepared to cover expenses single-handedly after their husbands die, during their “longevity gap”.

The Long-Term Value of A Health Savings Account

May 2020

A growing number of Americans have access to HDHPs with a health savings account (HSA) and the option to invest their assets.

2019 Retirement Healthcare Costs Brief

December 2019

Simple strategies on reducing medical expenses include personal wellness, consistent savings, proper planning, and more.

The Impact of Indexing IRMAA Brackets

September 2019

Encouraging working Americans to save more for retirement is a priority for employers.

Health in Retirement Planning

July 2019

In terms of personal retirement costs, individuals have more control than they think…

2018 Retirement Health Care Costs Data Report

October 2018

Americans planning for retirement will find both positive and negative news in this year’s report.

Building Wealth Through Wellness

January 2018

In terms of personal retirement costs, individuals have more control than they think…

2017 Retirement Health Care Costs Data Report

August 2017

In terms of personal retirement costs, individuals have more control than they think.

The High Cost of Living Longer

August 2017

In terms of personal retirement costs, individuals have more control than they think.

Retirement Health Care Costs and IRR

August 2017

A key assumption underpinning the use of IRRs is that pre-retirement income is a good basis…

2015 Retirement Health Care Costs Data Report

August 2017

This report compares year-end data sets between 2013 and year-end 2014, and the company’s…

Understanding the Impact of MAGI on Retirement

August 2017

Many Baby Boomers believe they are ready to enjoy their golden years. Unfortunately, their retirement savings…

Addressing the Retirement Health Care Cost Crisis

August 2017

There are a number of significant trends behind the emerging crisis in retirement health care costs.

Closing the Retirement Gap: The Planning Challenge

August 2017

There are a number of significant trends behind the emerging crisis in retirement health care costs.