RetireMark
Important: This new release of the PHA should be used to accompany the updated Health Care Cost Assessment Fact Finder forms (NFM-10987AO.13).
You are currently on the home page of Nationwide's Personalized Health Care Cost Assessment, now with support for Long-term care. The PHA is a tool for to illustrate projected healthcare and LTC expenses for retirement planning. As you navigate through the pages of the site, work will be saved automatically under a specific name as you generate a new assessment. When finished, you may come back to this page to:
To create an assessment, first Select a Producer on whose behalf the assessment should be run.
Open or delete an assessment already created.
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The Personalized Health Care Cost Assessment is dependent upon the quality and accuracy of the data furnished by you or unaffiliated third parties, including information about your health status as well as certain assumptions as to future inflation rates and future health care costs.
The accuracy or applicability of the tool’s results to your circumstances is not guaranteed. We encourage you to talk to an investment professional about your situation. This tool is not an offer, representation or warranty by Nationwide® or any of its affiliated companies and does not describe any specific products or services they offer. We are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Costs of investing have not been taken into consideration. Withdrawals from qualified plans that are taken prior to age 59½ may be subject to a 10% penalty tax.
Federal income tax laws are complex and subject to change. The information in this brochure is based on current interpretations of the law and is not guaranteed. Neither Nationwide™ nor its representatives give financial, legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.
Nationwide, Nationwide Bank, Nationwide Financial, the Nationwide framemark, Life Comes at You Fast and On Your Side are service marks of Nationwide Mutual Insurance Company.
This material should be regarded as educational information on health care only and is not intended to provide specific health care advice. If you have questions regarding your particular situation, please contact your health care, legal or tax advisors. While financial professionals may discuss health care costs as part of a client's retirement plan, financial professionals may not provide specific advice on health care coverage options.
URBO# NFW-2847AO.2