Different Spending / Withdrawal Methods
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Initial Portfolio Value$500,000.00
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Initial Withdrawal / Spending %5.00%
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Year012345
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Starting Portfolio Value$500,000.00$285,000.00$351,975.00$284,219.81$216,007.06$184,686.03
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Portfolio Value Change % (Depends on Mkt)-40.00%30.00%-15.00%-20.00%-10.00%-5.00%
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Withdrawal to Spend for Next Year Beginning$25,000.00$14,250.00$17,598.75$14,210.99$10,800.35$9,234.30
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Ending Portfolio Value (after withdrawal, setting aside for next year spending)$475,000.00$270,750.00$334,376.25$270,008.82$205,206.70$175,451.73
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Annual Withdrawal % of Starting Portfolio Value5.00%5.00%5.00%5.00%5.00%5.00%
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