Intermountain Health Caregivers

Let's navigate your changing Intermountain Healthcare pension plan together.

In just minutes, you can use this calculator to view projected savings and get a simple income estimate that factors in other sources of income you expect in retirement.

Retirement Income Calculator - Peterson Wealth Advisors

Your Profile

Annual Salary

Retirement Date

Current Retirement Savings

Assumed Growth Rate

Pension

Are you eligible for an Intermountain Healthcare pension benefit?

No Yes

Contributions

Intermountain Health Employer Match: 100% of first 3%, plus 50% of next 2% (up to 4%). Assumes 2% annual salary growth.

Intermountain Healthcare 401(k) Employee Contribution Method

Percentage of Salary Dollar Amount

Intermountain Healthcare 401(k) Employee %

Employer Match %

Automatic Intermountain Healthcare 2% Contribution (Intermountain Healthcare-Provided)

Annual Future Contributions to Personal Retirement Accounts

This is in addition to any contributions made to your Intermountain Healthcare 401(k)

Other Income Sources

Other monthly income you expect to receive at retirement

e.g., Social Security, rental income — enter the amount you expect to actually receive each month

A segment-based approach to income, the Perennial Income Model matches your current investments with your future income needs.

Let’s talk about what your retirement from Intermountain Health looks like.

Schedule time for a complimentary Retirement Income Strategy sessions with one of our financial advisors who specializes in Intermountain Health employees.

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Smarter Retirement Decisions: Your Common Questions Answered

Intermountain Health Caregivers

Let's navigate your changing Intermountain Healthcare pension plan together.

Intermountain Healthcare Retirement Income Calculator

Your Profile

Pension

I will take:?

Lump Sum Rollover

Monthly Pension Payments

Contributions

Other Income Sources

Your Total Retirement Income Estimate

Investment Growth Over Time

A segment-based approach to income, the Perennial Income Model matches your current investments with your future income needs.

Let’s talk about what your retirement from Intermountain Health looks like.

Peterson Wealth Advisors has a deep understanding of:

Intermountain Health’s 401(k) plan

Changes coming to your pension plan

Maximizing your executive compensation

Your retirement health care benefits

Minimizing taxes of all your income sources

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