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: $1,330,688
Lump Sum Investment Needed Today: $528,911

 

Lump Sum Investment Today is $528,911
Age Year Investment Cost of Care
52
0
$528,911
$339,450
53
1
$546,630
$356,423
54
2
$564,942
$374,244
55
3
$583,867
$392,956
56
4
$603,427
$412,604
57
5
$623,642
$433,234
58
6
$644,534
$454,895
59
7
$666,126
$477,640
60
8
$688,441
$501,522
61
9
$711,504
$526,598
62
10
$735,339
$552,928
63
11
$759,973
$580,575
64
12
$785,432
$609,603
65
13
$811,744
$640,084
66
14
$838,937
$672,088
67
15
$867,042
$705,692
68
16
$896,087
$740,977
69
17
$926,106
$778,026
70
18
$957,131
$816,927
71
19
$989,195
$857,773
72
20
$1,022,333
$900,662
73
21
$1,056,581
$945,695
74
22
$1,091,977
$992,980
75
23
$1,128,558
$1,042,629
76
24
$1,166,364
$1,094,760
77
25
$1,205,438
$1,149,498
78
26
$1,245,820
$1,206,973
79
27
$1,287,555
$1,267,322
80
28
$1,330,688
$1,330,688