$500,000 Wealth

Inflation Rate:
Withdraws:

3%
Year 1 $20,000 (4% of Capital)
Yearly 3% Increase

Year 30 $47,131

Total Over 30 Years: $951,508

This example is based on historical performance data using hypothetical compounding return investments.

Important Information

$25,000
Strategy A

End of year 5
$18,611 Gain
To Fixed Rate

End of year 10
$19,029 Gain
To Fixed Rate

End of year 17
$33,444 Gain
To Fixed Rate

End of year 29
$23,436 Gain
To Fixed Rate

$25,000
Strategy B

End of year 7
$25,041 Gain
To Fixed Rate

End of year 12
$34,152 Gain
To Fixed Rate

End of year 23
$37,707 Gain
To Fixed Rate

$100,000
Strategy C

End of year 8
$50,000 Gain
To Fixed Rate

End of year 13
$375,243 Gain
To Fixed Rate

End of year 19 Buy $50,000
To Fixed Rate

End of year 25
$300,000 Gain
To Fixed Rate

Year 30 Totals                  $506,880

$23,762

$28,343

$448,827