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: $2,060,420
Lump Sum Investment Needed Today: $818,959

 

Lump Sum Investment Today is $818,959
Age Year Investment Cost of Care
52
0
$818,959
$525,600
53
1
$846,394
$551,880
54
2
$874,749
$579,474
55
3
$904,053
$608,448
56
4
$934,338
$638,870
57
5
$965,639
$670,814
58
6
$997,988
$704,354
59
7
$1,031,420
$739,572
60
8
$1,065,973
$776,551
61
9
$1,101,683
$815,378
62
10
$1,138,589
$856,147
63
11
$1,176,732
$898,954
64
12
$1,216,152
$943,902
65
13
$1,256,894
$991,097
66
14
$1,299,000
$1,040,652
67
15
$1,342,516
$1,092,685
68
16
$1,387,490
$1,147,319
69
17
$1,433,971
$1,204,685
70
18
$1,482,009
$1,264,919
71
19
$1,531,657
$1,328,165
72
20
$1,582,967
$1,394,573
73
21
$1,635,996
$1,464,302
74
22
$1,690,802
$1,537,517
75
23
$1,747,444
$1,614,393
76
24
$1,805,984
$1,695,113
77
25
$1,866,484
$1,779,868
78
26
$1,929,011
$1,868,862
79
27
$1,993,633
$1,962,305
80
28
$2,060,420
$2,060,420