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 |
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100萬起開始年取6萬,3%,4%,5% 通脹率賬戶情況