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

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Calculated Data
Years to Care: 28
After Tax Rate of Return: 3.00%
Total Cost for Stay: $901,434
Lump Sum Investment Needed Today: $358,295

 

Lump Sum Investment Today is $358,295
Age Year Investment Cost of Care
52
0
$358,295
$229,950
53
1
$370,298
$241,448
54
2
$382,702
$253,520
55
3
$395,523
$266,196
56
4
$408,773
$279,506
57
5
$422,467
$293,481
58
6
$436,620
$308,155
59
7
$451,246
$323,563
60
8
$466,363
$339,741
61
9
$481,986
$356,728
62
10
$498,133
$374,564
63
11
$514,820
$393,293
64
12
$532,067
$412,957
65
13
$549,891
$433,605
66
14
$568,312
$455,285
67
15
$587,351
$478,050
68
16
$607,027
$501,952
69
17
$627,362
$527,050
70
18
$648,379
$553,402
71
19
$670,100
$581,072
72
20
$692,548
$610,126
73
21
$715,748
$640,632
74
22
$739,726
$672,664
75
23
$764,507
$706,297
76
24
$790,118
$741,612
77
25
$816,587
$778,692
78
26
$843,942
$817,627
79
27
$872,215
$858,508
80
28
$901,434
$901,434