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Investment-Adjusted Senior Living Cost Calculator

Compare true costs including opportunity cost of move-in fees over 15 years

Financial Assumptions

Total Available Assets ($) *

Total liquid assets available for senior living expenses

Annual Investment Return (%)

Conservative portfolio return (typical range: 4-8%)

Capital Gains Tax Rate (%)

Long-term capital gains rate (typically 15-20% federal + state)

Living Options

Option 1

Option Name

Move-in Fee ($)

One-time entrance or community fee

Monthly Rate ($) *

Base monthly fee for housing and care

Annual Rate Increase (%)

Expected yearly increase in monthly rates

Additional Monthly Expenses ($)

Extra services, care levels, amenities

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About

Free Cost of Care Guide

(206) 669-7191

Silver Age Senior Living Advisors is a senior referral and placement agency helping families make informed decisions regarding in-home care, retirement communities, assisted living, adult family homes, and skilled nursing facilities. Serving Bellevue, Bothell, Everett, Kirkland, Redmond, Renton, Bonney Lake, and many more cities across Greater Seattle.