100萬起開始年取6萬,3%,4%,5% 通脹率賬戶情況
Balance | Balance | Balance | without withdrawal | ||||||||
Year | SP500 Dividends reinvested | Yearly withdrawal | Principal | 1000000 | Yearly withdrawal | Principal | 1000000 | Yearly withdrawal | Principal | 1000000 | 1000000 |
2003 | 28.36 | 60000 | 1000000 | 1223600 | 60000 | 1000000 | 1223600 | 60000 | 1000000 | 1223600 | 1283600 |
2004 | 10.74 | 61800 | Yearly inflation | 1293215 | 62400 | Yearly inflation | 1292615 | 63000 | Yearly inflation | 1292015 | 1421459 |
2005 | 4.83 | 63654 | 3% | 1292023 | 64896 | 4% | 1290152 | 66150 | 5% | 1288269 | 1490115 |
2006 | 15.61 | 65564 | 1428144 | 67492 | 1424053 | 69458 | 1419910 | 1722722 | |||
2007 | 5.48 | 67531 | 1438876 | 70192 | 1431899 | 72930 | 1424791 | 1817127 | |||
2008 | -36.55 | 69556 | 843410 | 72999 | 835541 | 76577 | 827453 | 1152967 | |||
2009 | 25.94 | 71643 | 990548 | 75919 | 976361 | 80406 | 961689 | 1452047 | |||
2010 | 14.82 | 73792 | 1063555 | 78956 | 1042102 | 84426 | 1019785 | 1667240 | |||
2011 | 2.10 | 76006 | 1009883 | 82114 | 981872 | 88647 | 952553 | 1702252 | |||
2012 | 15.89 | 78286 | 1092067 | 85399 | 1052493 | 93080 | 1010834 | 1972740 | |||
2013 | 32.05 | 80635 | 1361439 | 88815 | 1301002 | 97734 | 1237072 | 2605003 | |||
2014 | 13.52 | 83054 | 1462452 | 92367 | 1384530 | 102620 | 1301704 | 2957200 | |||
2015 | 1.38 | 85546 | 1397088 | 96062 | 1307575 | 107751 | 1211916 | 2998009 | |||
2016 | 11.77 | 88112 | 1473413 | 99904 | 1361572 | 113139 | 1241420 | 3350875 | |||
2017 | 21.61 | 90755 | 1701063 | 103901 | 1551907 | 118796 | 1390895 | 4074999 | |||
2018 | -4.23 | 93478 | 1535630 | 108057 | 1378205 | 124736 | 1207324 | 3902627 | |||
2019 | 31.20 | 96282 | 1918464 | 112379 | 1695826 | 130972 | 1453037 | 5120246 | |||
2020 | 18.06 | 99171 | 2165767 | 116874 | 1885218 | 137521 | 1577935 | 6044963 | |||
2021 | 28.50 | 102146 | 2680865 | 121549 | 2300956 | 144397 | 1883249 | 7767777 | |||
2022 | -18.04 | 105210 | 2092027 | 126411 | 1759453 | 151617 | 1391894 | 6366470 | |||
2023 | 26.29 | 108367 | 2533654 | 131467 | 2090545 | 159198 | 1598625 | 8040215 |