Interactive Calculator

What would an extended long-term care event
do to your portfolio?

Enter your own numbers below — then drag the slider to see exactly how LTC insurance changes the outcome. The results update instantly as you adjust.

Takes about 60 seconds. No signup required.

Your assumptions
Start with these defaults or enter your own numbers. All fields affect both scenarios.
LTC Insurance Monthly Benefit
Set your existing policy's monthly benefit — or drag to see what a hypothetical LTC policy would do to your numbers.
$0/month
$0$5,000$10,000$15,000$20,000
Benefit period: After the benefit period ends, full care costs revert to your portfolio
Without LTC Insurance
Portfolio Depletes
Total Care Cost
Unpaid Care Cost
Care with no funding source after depletion
Ending Portfolio
With LTC Insurance
Portfolio Depletes
Your Out-of-Pocket Cost
Insurance Covers
Paid by your policy, not your portfolio
Ending Portfolio
Portfolio swing from this decision
Adjust the slider to see the impact
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Portfolio Remaining Over Time
Without Insurance With Insurance Total Care Cost
Simplified illustration. Assumes annual withdrawals, constant tax rate, steady investment returns, and care for one individual. Does not model market volatility — sequence-of-returns risk can accelerate depletion. LTC benefit is applied as an annual reduction to out-of-pocket care costs. Individual results will vary based on age, health, policy design, and carrier. Not insurance, financial, or tax advice.