Disability Insurance Needs Calculator

Compute monthly benefit needed: typically 60-70% of gross income, less Social Security DI.

Inputs

Result

Private disability benefit needed
$3,700/mo
65% of income, less expected SSDI.
  • Gross income$8,000/mo
  • Target replacement65% = $5,200/mo
  • Expected SSDI$1,500/mo
  • Private DI gap$3,700/mo
  • Annual benefit$44,400

Step-by-step

  1. Replacement target: 8,000 × 0.65 = $5,200/mo.
  2. Less SSDI: $5,200 − $1,500 = $3,700/mo private DI needed.

How to use this calculator

  • Enter your monthly gross income.
  • Pick a replacement target (65% is typical).
  • Subtract estimated SSDI to find the private gap.

About this calculator

Disability insurance replaces income if you can't work. Typical target: 60-70% of gross income (after-tax this is roughly your usual take-home). Subtract estimated Social Security Disability Insurance (SSDI) to find the gap a private policy needs to fill. SSDI is hard to qualify for — many planners ignore it for safety.

Frequently asked

Own-occupation pays if you can't do your specific job. Any-occupation pays only if you can't do any work. Own-occ is much more valuable for high earners; any-occ is cheaper.

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