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: 2.00%
Total Cost for Stay: $501,056
Lump Sum Investment Needed Today: $287,005

 

Lump Sum Investment Today is $287,005
Age Year Investment Cost of Care
52
0
$287,005
$219,000
53
1
$292,774
$225,570
54
2
$298,659
$232,337
55
3
$304,662
$239,307
56
4
$310,785
$246,486
57
5
$317,032
$253,881
58
6
$323,404
$261,497
59
7
$329,905
$269,342
60
8
$336,536
$277,423
61
9
$343,300
$285,745
62
10
$350,201
$294,318
63
11
$357,240
$303,147
64
12
$364,420
$312,242
65
13
$371,745
$321,609
66
14
$379,217
$331,257
67
15
$386,839
$341,195
68
16
$394,615
$351,431
69
17
$402,547
$361,974
70
18
$410,638
$372,833
71
19
$418,892
$384,018
72
20
$427,311
$395,538
73
21
$435,900
$407,405
74
22
$444,662
$419,627
75
23
$453,600
$432,215
76
24
$462,717
$445,182
77
25
$472,018
$458,537
78
26
$481,505
$472,293
79
27
$491,183
$486,462
80
28
$501,056
$501,056