Outcome #5

Portfolio BalanceYearMarket ReturnWithdrawal AmountPortfolio Balance
Market Return Year 1-18.0%0$1,000,000.00
Market Return Year 2-6.0%1-18.0%$50,000.00$770,000.00
Market Return Year 316.0%2-6.0%$51,500.00$672,300.00
Market Return Year 422.0%316.0%$53,045.00$726,823.00
Market Return Year 530.0%422.0%$54,636.35$832,087.71
Market Return Year 6-12.0%530.0%$56,275.44$1,025,438.58
Market Return Year 70.0%6-12.0%$57,963.70$844,422.25
Market Return Year 814.0%70.0%$59,702.61$784,719.63
Average Return Over 8 Years5.8%814.0%$61,493.69$833,086.69
9-18.0%$63,338.50$619,792.58
Portfolio Balance$1,000,000.0010-6.0%$65,238.66$517,366.37
1116.0%$67,195.82$532,949.17
Withdrawal Rate5.0%1222.0%$69,211.69$580,986.29
1330.0%$71,288.04$683,994.13
Inflation Rate3.0%14-12.0%$73,426.69$528,488.15
150.0%$75,629.49$452,858.67
1614.0%$77,898.37$438,360.51
17-18.0%$80,235.32$279,220.29
18-6.0%$82,642.38$179,824.69
1916.0%$85,121.65$123,474.99
2022.0%$87,675.30$62,964.19
2130.0%$81,853.45$0.00
22-12.0%$0.00$0.00
230.0%$0.00$0.00
2414.0%$0.00$0.00
25-18.0%$0.00$0.00
26-6.0%$0.00$0.00
2716.0%$0.00$0.00
2822.0%$0.00$0.00
2930.0%$0.00$0.00
30-12.0%$0.00$0.00
310.0%$0.00$0.00
3214.0%$0.00$0.00

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