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: $1,073,135
Lump Sum Investment Needed Today: $426,541

 

Lump Sum Investment Today is $426,541
Age Year Investment Cost of Care
52
0
$426,541
$273,750
53
1
$440,830
$287,438
54
2
$455,598
$301,809
55
3
$470,861
$316,900
56
4
$486,635
$332,745
57
5
$502,937
$349,382
58
6
$519,785
$366,851
59
7
$537,198
$385,194
60
8
$555,194
$404,453
61
9
$573,793
$424,676
62
10
$593,015
$445,910
63
11
$612,881
$468,205
64
12
$633,413
$491,616
65
13
$654,632
$516,196
66
14
$676,562
$542,006
67
15
$699,227
$569,107
68
16
$722,651
$597,562
69
17
$746,860
$627,440
70
18
$771,880
$658,812
71
19
$797,738
$691,753
72
20
$824,462
$726,340
73
21
$852,081
$762,657
74
22
$880,626
$800,790
75
23
$910,127
$840,830
76
24
$940,616
$882,871
77
25
$972,127
$927,015
78
26
$1,004,693
$973,365
79
27
$1,038,351
$1,022,034
80
28
$1,073,135
$1,073,135