What Lump Sum Amount do I Need To Self-Insure?

Change Profile

Calculated Data
Years to Care: 28
After Tax Rate of Return: 2.00%
Total Cost for Stay: $526,109
Lump Sum Investment Needed Today: $301,355

 

Lump Sum Investment Today is $301,355
Age Year Investment Cost of Care
52
0
$301,355
$229,950
53
1
$307,412
$236,849
54
2
$313,591
$243,954
55
3
$319,895
$251,273
56
4
$326,325
$258,811
57
5
$332,884
$266,575
58
6
$339,575
$274,572
59
7
$346,400
$282,809
60
8
$353,363
$291,294
61
9
$360,465
$300,033
62
10
$367,711
$309,034
63
11
$375,102
$318,305
64
12
$382,641
$327,854
65
13
$390,332
$337,689
66
14
$398,178
$347,820
67
15
$406,181
$358,255
68
16
$414,346
$369,002
69
17
$422,674
$380,072
70
18
$431,170
$391,474
71
19
$439,836
$403,219
72
20
$448,677
$415,315
73
21
$457,695
$427,775
74
22
$466,895
$440,608
75
23
$476,280
$453,826
76
24
$485,853
$467,441
77
25
$495,618
$481,464
78
26
$505,580
$495,908
79
27
$515,743
$510,785
80
28
$526,109
$526,109