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: $1,502,389
Lump Sum Investment Needed Today: $597,158

 

Lump Sum Investment Today is $597,158
Age Year Investment Cost of Care
52
0
$597,158
$383,250
53
1
$617,163
$402,413
54
2
$637,837
$422,533
55
3
$659,205
$443,660
56
4
$681,288
$465,843
57
5
$704,112
$489,135
58
6
$727,699
$513,592
59
7
$752,077
$539,271
60
8
$777,272
$566,235
61
9
$803,310
$594,547
62
10
$830,221
$624,274
63
11
$858,034
$655,488
64
12
$886,778
$688,262
65
13
$916,485
$722,675
66
14
$947,187
$758,809
67
15
$978,918
$796,749
68
16
$1,011,712
$836,587
69
17
$1,045,604
$878,416
70
18
$1,080,632
$922,337
71
19
$1,116,833
$968,454
72
20
$1,154,247
$1,016,876
73
21
$1,192,914
$1,067,720
74
22
$1,232,877
$1,121,106
75
23
$1,274,178
$1,177,161
76
24
$1,316,863
$1,236,020
77
25
$1,360,978
$1,297,821
78
26
$1,406,571
$1,362,712
79
27
$1,453,691
$1,430,847
80
28
$1,502,389
$1,502,389