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Retirement Health Savings

Asset Allocation Guidance Tool

Welcome!

This tool offers asset allocation calculations to VantageCare Retirement Health Savings (RHS) retirees who are eligible for RHS distributions.

As you near or enter retirement, how should you invest your RHS account?

Once you retire, you can take tax-free distributions for qualifying health care expenses.

Depending on how you plan to use the account, you may want to make adjustments based on your comfort level with risk and how you plan on using your account for your expected health costs.

Use this tool to help you.

Just enter:

  1. Your RHS account balance
  2. The average yearly amount you expect to take out of the account each year over the next 3 years

You'll then receive guidance on:

  • What percentage of your account should be in Cash, Bonds, and Stocks