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: $1,030,210
Lump Sum Investment Needed Today: $409,480

 

Lump Sum Investment Today is $409,480
Age Year Investment Cost of Care
52
0
$409,480
$262,800
53
1
$423,197
$275,940
54
2
$437,374
$289,737
55
3
$452,026
$304,224
56
4
$467,169
$319,435
57
5
$482,819
$335,407
58
6
$498,994
$352,177
59
7
$515,710
$369,786
60
8
$532,986
$388,275
61
9
$550,841
$407,689
62
10
$569,295
$428,074
63
11
$588,366
$449,477
64
12
$608,076
$471,951
65
13
$628,447
$495,549
66
14
$649,500
$520,326
67
15
$671,258
$546,342
68
16
$693,745
$573,659
69
17
$716,986
$602,342
70
18
$741,005
$632,460
71
19
$765,828
$664,083
72
20
$791,484
$697,287
73
21
$817,998
$732,151
74
22
$845,401
$768,759
75
23
$873,722
$807,196
76
24
$902,992
$847,556
77
25
$933,242
$889,934
78
26
$964,506
$934,431
79
27
$996,817
$981,152
80
28
$1,030,210
$1,030,210