Year Age Beginning Year Balance Annual Withdrawal Investment Return Year Age Beginning Year Balance Annual Withdrawal Investment Return 1 65 $2,000,000 $150,000 -14.80% 1 65 $2,000,000 $150,000 0.00% 2 66 $1,576,200 $150,000 -26.50% 2 66 $1,850,000 $150,000 0.00% 3 67 $1,048,257 $150,000 37.30% 3 67 $1,700,000 $150,000 12.75% 4 68 $1,233,307 $150,000 23.70% 4 68 $1,747,625 $150,000 12.75% 5 69 $1,340,051 $150,000 -7.30% 5 69 $1,801,322 $150,000 0.00% 6 70 $1,103,177 $150,000 6.60% 6 70 $1,651,322 $150,000 6.60% 7 71 $1,016,087 $150,000 18.60% 7 71 $1,600,409 $150,000 12.75% 8 72 $1,027,179 $150,000 31.10% 8 72 $1,635,337 $150,000 12.75% 9 73 $1,149,981 $150,000 -4.90% 9 73 $1,674,717 $150,000 0.00% 10 74 $950,982 $150,000 21.10% 10 74 $1,524,717 $150,000 12.75% 11 75 $969,989 $150,000 22.40% 11 75 $1,549,994 $150,000 12.75% 12 76 $1,003,667 $150,000 6.10% 12 76 $1,578,493 $150,000 6.10% 13 77 $905,741 $150,000 32.10% 13 77 $1,515,631 $150,000 12.75% 14 78 $998,333 $150,000 18.60% 14 78 $1,539,749 $150,000 12.75% 15 79 $1,006,123 $150,000 5.20% 15 79 $1,566,942 $150,000 5.20% 16 80 $900,642 $150,000 16.61% 16 80 $1,490,623 $150,000 12.75% 17 81 $875,324 $150,000 31.69% 17 81 $1,511,552 $150,000 12.75% 18 82 $955,179 $150,000 -3.11% 18 82 $1,535,150 $150,000 0.00% 19 83 $780,138 $150,000 30.47% 19 83 $1,385,150 $150,000 12.75% 20 84 $822,140 $150,000 7.62% 20 84 $1,392,631 $150,000 7.62% 21 85 $723,358 $150,000 10.08% 21 85 $1,337,320 $150,000 10.08% 22 86 $631,152 $150,000 1.32% 22 86 $1,307,002 $150,000 1.32% 23 87 $487,503 $150,000 37.58% 23 87 $1,172,274 $150,000 12.75% 24 88 $464,337 $150,000 22.96% 24 88 $1,152,614 $150,000 12.75% 25 89 $386,509 $150,000 33.36% 25 89 $1,130,447 $150,000 12.75% $315,408 $1,105,455
Year Age Beginning Year Balance Annual Withdrawal Investment Return Year Age Beginning Year Balance Annual Withdrawal Investment Return 1 65 $2,000,000 $150,000 -14.80% 1 65 $2,000,000 $150,000 0.00% 2 66 $1,576,200 $0 -26.50% 2 66 $1,850,000 $0 0.00% 3 67 $1,158,507 $150,000 37.30% 3 67 $1,850,000 $150,000 12.75% 4 68 $1,384,680 $150,000 23.70% 4 68 $1,916,750 $150,000 12.75% 5 69 $1,527,299 $150,000 -7.30% 5 69 $1,992,011 $150,000 0.00% 6 70 $1,276,756 $150,000 6.60% 6 70 $1,842,011 $150,000 6.60% 7 71 $1,201,122 $150,000 18.60% 7 71 $1,803,683 $150,000 12.75% 8 72 $1,246,631 $150,000 31.10% 8 72 $1,864,528 $150,000 12.75% 9 73 $1,437,683 $150,000 -4.90% 9 73 $1,933,130 $150,000 0.00% 10 74 $1,224,587 $150,000 21.10% 10 74 $1,783,130 $150,000 12.75% 11 75 $1,301,325 $150,000 22.40% 11 75 $1,841,354 $150,000 12.75% 12 76 $1,409,222 $150,000 6.10% 12 76 $1,907,002 $150,000 6.10% 13 77 $1,336,034 $150,000 32.10% 13 77 $1,864,179 $150,000 12.75% 14 78 $1,566,751 $150,000 18.60% 14 78 $1,932,737 $150,000 12.75% 15 79 $1,680,267 $150,000 5.20% 15 79 $2,010,036 $150,000 5.20% 16 80 $1,609,841 $150,000 16.61% 16 80 $1,956,758 $150,000 12.75% 17 81 $1,702,320 $150,000 31.69% 17 81 $2,037,119 $150,000 12.75% 18 82 $2,044,250 $150,000 -3.11% 18 82 $2,127,727 $150,000 0.00% 19 83 $1,835,339 $150,000 30.47% 19 83 $1,977,727 $150,000 12.75% 20 84 $2,198,862 $150,000 7.62% 20 84 $2,060,762 $150,000 7.62% 21 85 $2,204,985 $150,000 10.08% 21 85 $2,056,363 $150,000 10.08% 22 86 $2,262,128 $150,000 1.32% 22 86 $2,098,524 $150,000 1.32% 23 87 $2,140,008 $150,000 37.58% 23 87 $1,974,244 $150,000 12.75% 24 88 $2,737,853 $150,000 22.96% 24 88 $2,056,836 $150,000 12.75% 25 89 $3,182,024 $150,000 33.36% 25 89 $2,149,957 $150,000 12.75% $4,043,507 $2,254,952