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: $450,951
Lump Sum Investment Needed Today: $258,305

 

Lump Sum Investment Today is $258,305
Age Year Investment Cost of Care
52
0
$258,305
$197,100
53
1
$263,496
$203,013
54
2
$268,793
$209,103
55
3
$274,195
$215,376
56
4
$279,707
$221,838
57
5
$285,329
$228,493
58
6
$291,064
$235,348
59
7
$296,914
$242,408
60
8
$302,882
$249,680
61
9
$308,970
$257,171
62
10
$315,181
$264,886
63
11
$321,516
$272,832
64
12
$327,978
$281,017
65
13
$334,571
$289,448
66
14
$341,295
$298,131
67
15
$348,155
$307,075
68
16
$355,153
$316,288
69
17
$362,292
$325,776
70
18
$369,574
$335,550
71
19
$377,002
$345,616
72
20
$384,580
$355,985
73
21
$392,310
$366,664
74
22
$400,196
$377,664
75
23
$408,240
$388,994
76
24
$416,445
$400,664
77
25
$424,816
$412,684
78
26
$433,355
$425,064
79
27
$442,065
$437,816
80
28
$450,951
$450,951