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: $1,845,793
Lump Sum Investment Needed Today: $733,651

 

Lump Sum Investment Today is $733,651
Age Year Investment Cost of Care
52
0
$733,651
$470,850
53
1
$758,228
$494,393
54
2
$783,629
$519,112
55
3
$809,880
$545,068
56
4
$837,011
$572,321
57
5
$865,051
$600,937
58
6
$894,031
$630,984
59
7
$923,981
$662,533
60
8
$954,934
$695,660
61
9
$986,924
$730,443
62
10
$1,019,986
$766,965
63
11
$1,054,156
$805,313
64
12
$1,089,470
$845,579
65
13
$1,125,967
$887,858
66
14
$1,163,687
$932,251
67
15
$1,202,671
$978,863
68
16
$1,242,960
$1,027,806
69
17
$1,284,599
$1,079,197
70
18
$1,327,633
$1,133,157
71
19
$1,372,109
$1,189,814
72
20
$1,418,075
$1,249,305
73
21
$1,465,580
$1,311,770
74
22
$1,514,677
$1,377,359
75
23
$1,565,419
$1,446,227
76
24
$1,617,860
$1,518,538
77
25
$1,672,059
$1,594,465
78
26
$1,728,073
$1,674,188
79
27
$1,785,963
$1,757,898
80
28
$1,845,793
$1,845,793