Return 15%

Return after SWP begins 12%

Multiplier on investment done per year for SWP 5.0
Expected
Year Payment Total Investment Final Amount
Return
1 1,068,000 15% 1,228,200 1,228,200
2 1,068,000 15% 2,296,200 2,640,630
3 1,068,000 15% 3,708,630 4,264,925
4 1,068,000 15% 5,332,925 6,132,863
5 1,068,000 15% 7,200,863 8,280,993
No 6 1,068,000 15% 9,348,993 10,751,342
7 1,068,000 15% 11,819,342 13,592,243
withdrawals
8 1,068,000 15% 14,660,243 16,859,279
during this
9 1,068,000 15% 17,927,279 20,616,371
period 10 1,068,000 15% 21,684,371 24,937,027
11 1,068,000 15% 26,005,027 29,905,781
12 1,068,000 15% 30,973,781 35,619,848
13 1,068,000 15% 36,687,848 42,191,025
14 1,068,000 15% 43,259,025 49,747,879
15 1,068,000 15% 50,815,879 58,438,261
16 - 12% 58,438,261 65,450,852
17 - 12% 65,450,852 73,304,954
18 - 12% 73,304,954 82,101,549
19 - 12% 82,101,549 91,953,734
20 - 12% 91,953,734 102,988,183
21 - 12% 102,988,183 115,346,764
22 - 12% 115,346,764 129,188,376
23 - 12% 129,188,376 144,690,981
24 - 12% 144,690,981 162,053,899
25 - 12% 162,053,899 181,500,367
26 - 12% 181,500,367 203,280,411
SWP Begins - 27 - 12% 203,280,411 227,674,060
Every year, 28 - 12% 227,674,060 254,994,948
withdraw 29 - 12% 254,994,948 285,594,341
30 - 12% 285,594,341 319,865,662
756,000
31 - 12% 319,865,662 358,249,542
(63,000/mon.) 32 - 12% 358,249,542 401,239,487
till you reach 33 - 12% 401,239,487 449,388,225
~70 years 34 - 12% 449,388,225 503,314,812
35 - 12% 503,314,812 563,712,590
36 - 12% 563,712,590 631,358,101
37 - 12% 631,358,101 707,121,073
38 - 12% 707,121,073 791,975,601
39 - 12% 791,975,601 887,012,674
40 - 12% 887,012,674 993,454,194
41 - 12% 993,454,194 1,112,668,698
42 - 12% 1,112,668,698 1,246,188,941
43 - 12% 1,246,188,941 1,395,731,614
44 - 12% 1,395,731,614 1,563,219,408
45 - 12% 1,563,219,408 1,750,805,737
 2.853116706

5.843826062

19.48585663