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: $425,898
Lump Sum Investment Needed Today: $243,954

 

Lump Sum Investment Today is $243,954
Age Year Investment Cost of Care
52
0
$243,954
$186,150
53
1
$248,858
$191,735
54
2
$253,860
$197,487
55
3
$258,962
$203,411
56
4
$264,168
$209,513
57
5
$269,477
$215,799
58
6
$274,894
$222,273
59
7
$280,419
$228,941
60
8
$286,056
$235,809
61
9
$291,805
$242,884
62
10
$297,671
$250,170
63
11
$303,654
$257,675
64
12
$309,757
$265,405
65
13
$315,983
$273,368
66
14
$322,335
$281,569
67
15
$328,813
$290,016
68
16
$335,423
$298,716
69
17
$342,165
$307,678
70
18
$349,042
$316,908
71
19
$356,058
$326,415
72
20
$363,215
$336,208
73
21
$370,515
$346,294
74
22
$377,963
$356,683
75
23
$385,560
$367,383
76
24
$393,309
$378,405
77
25
$401,215
$389,757
78
26
$409,279
$401,449
79
27
$417,506
$413,493
80
28
$425,898
$425,898