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: $1,201,912
Lump Sum Investment Needed Today: $477,726

 

Lump Sum Investment Today is $477,726
Age Year Investment Cost of Care
52
0
$477,726
$306,600
53
1
$493,730
$321,930
54
2
$510,270
$338,027
55
3
$527,364
$354,928
56
4
$545,031
$372,674
57
5
$563,289
$391,308
58
6
$582,159
$410,873
59
7
$601,662
$431,417
60
8
$621,817
$452,988
61
9
$642,648
$475,637
62
10
$664,177
$499,419
63
11
$686,427
$524,390
64
12
$709,422
$550,610
65
13
$733,188
$578,140
66
14
$757,750
$607,047
67
15
$783,134
$637,399
68
16
$809,369
$669,269
69
17
$836,483
$702,733
70
18
$864,505
$737,869
71
19
$893,466
$774,763
72
20
$923,397
$813,501
73
21
$954,331
$854,176
74
22
$986,301
$896,885
75
23
$1,019,342
$941,729
76
24
$1,053,490
$988,816
77
25
$1,088,782
$1,038,256
78
26
$1,125,257
$1,090,169
79
27
$1,162,953
$1,144,678
80
28
$1,201,912
$1,201,912