50% stocks / 50% TIPS at 2.0% interest, 50% of portfolio gains removed, 3.5% withdrawal rate.
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 137880 138613 110714 115703 94847
1922 106141 132829 92909 88052 89138
1923 97690 100731 87179 75183 82621
1924 120849 107995 89943 75308 80335
1925 93266 96944 83771 71474 84603
1926 107412 83824 84611 66200 73241
1927 105021 70471 63524 59913 65570
1928 73226 58478 45859 44171 39525
1929 65949 49030 34843 28601 24130
1930 68237 52327 37104 33254 22025
1931 71224 67663 47883 46513 34306
1932 82986 75890 73142 81927 80894
1933 89739 77675 85703 91220 95174
1934 80906 66834 70173 86700 81250
1935 91386 78934 94777 94078 97037
1936 82904 65238 72644 66048 65297
1937 61466 57752 62938 59531 49125
1938 73193 79520 83176 85050 84303
1939 69185 72606 89658 83970 75313
1940 74081 87947 86351 87858 70973
1941 89435 106628 105253 113378 92869
1942 100599 121565 131106 124389 113593
1943 102764 112106 120194 125939 112466
1944 95340 123424 121690 115242 88013
1945 109081 110352 116473 98192 68117
1946 108005 107558 116846 96802 77049
1947 127427 138417 132300 121933 90805
1948 127426 138256 146774 133021 87076
1949 145671 145599 139761 108744 82894
1950 131513 142388 123413 89243 77297
1951 126638 138103 114991 92201 69616
1952 128859 121155 109380 78915 53537
1953 117751 122830 109129 68845 54682
1954 128227 121718 93264 68905 54086
1955 109673 91519 62476 48980 36181
1956 103209 82420 62021 42144 31071
1957 96979 85243 58873 36992 34529
1958 108611 94986 58105 43849 36391
1959 95724 70936 48690 34411 25620
1960 86403 58474 45095 32298 24995
1961 84820 63912 43533 32265 20933
1962 82198 55986 34259 30332 17346
1963 88619 53286 39008 30863 20651
1964 70537 48314 34032 25142 12867
1965 55661 42259 29349 21176 6509
1966 60676 40992 29833 18567 6024
1967 61483 39204 37614 26256 14844
1968 53482 39599 31936 22291 12070
1969 53984 40284 33601 23560 16694
1970 57252 45354 41970 29928 29442
1971 57861 48773 38775 33252 27560
1972 48259 49942 40024 31710 21640
1973 52063 46712 39701 38010 22211
1974 63584 62396 56409 65134 36389
1975 77166 81491 71612 91234 47044
1976 75604 67249 70596 73273 32304
1977 82869 77216 75949 70482 29335
1978 86489 84840 98889 76691 33360
1979 93760 91670 114800 73091 31713
1980 100112 91579 121403 67294 28000
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 178535 184384 135066 158593 127229
1922 114311 170232 98614 96995 110085
1923 100995 107925 89801 75987 97674
1924 139302 120494 96107 78495 94267
1925 93637 101118 85686 71038 100729
1926 114485 79804 86720 62443 80647
1927 112256 60585 54553 54241 66829
1928 62138 44674 31431 29866 24285
1929 52539 33210 17664 8095 (7217)
1930 56162 38165 20713 12525 (3907)
1931 61288 60242 35703 36174 23162
1932 80311 75290 79912 104647 117085
1933 88473 74616 95572 112433 130061
1934 76485 59986 69316 103076 102252
1935 92963 78034 112079 119752 136915
1936 79362 56376 71841 66842 71934
1937 48980 47152 56259 55628 44633
1938 67291 84106 96755 109452 119941
1939 63264 73319 109409 108893 102622
1940 69269 97403 102178 114552 91069
1941 91956 129471 134743 160595 127168
1942 114606 160771 192504 187016 176697
1943 117519 141480 167350 192068 176418
1944 104009 163536 171002 168879 120608
1945 126887 137479 159586 131608 80465
1946 123468 128649 153491 121702 90034
1947 162608 195217 190114 180137 120990
1948 162059 193477 224082 207839 114959
1949 199883 211714 211503 153371 110777
1950 169931 201700 170065 107515 96622
1951 158637 190508 152291 114063 85722
1952 163208 155793 144131 93140 59915
1953 141473 159857 144333 75657 63158
1954 161974 158921 112493 77026 63630
1955 127880 102913 60502 47449 35739
1956 116500 87956 60082 38332 27978
1957 104776 92865 55630 31059 32357
1958 125987 110889 55006 41769 36660
1959 104137 69942 41948 28383 20475
1960 88648 50809 37714 25501 19174
1961 86382 58456 36583 25443 14124
1962 83287 48247 25022 21947 7362
1963 93860 44505 30909 23447 13384
1964 65161 37964 24342 15048 590
1965 43993 30765 17959 8077 (9350)
1966 49824 29426 17299 4734 (14483)
1967 52054 28273 27755 15324 769
1968 41081 27758 19916 8911 (9108)
1969 40919 28024 20845 9925 (6042)
1970 46568 35482 33798 21343 22191
1971 48059 39510 29811 25053 20311
1972 36000 40289 29953 21186 10935
1973 39533 34967 28417 26821 10725
1974 56599 58913 55480 76851 34388
1975 80291 95627 86526 140539 55369
1976 77716 71017 85227 100989 32119
1977 88904 86655 93655 91647 26111
1978 95129 100935 140173 101168 30207
1979 105395 110334 168845 87659 25178
1980 115731 108116 180410 74579 19696
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 101782 94455 78540 68492 50458
1922 94024 96424 77732 67068 55669
1923 90470 86367 74000 61022 54043
1924 98832 88404 73871 59610 51826
1925 88955 85733 72519 58993 53956
1926 94413 80050 71554 55121 48071
1927 93364 74638 63844 52197 45887
1928 80592 67357 53993 45371 35934
1929 76612 61956 48065 38470 30405
1930 76476 61580 46574 36887 23881
1931 76924 66929 49096 39486 24500
1932 81428 69591 56809 49807 37591
1933 84702 71477 65873 60523 53163
1934 80899 66772 60614 58615 48482
1935 84587 70770 67906 60428 52422
1936 81270 65509 60967 51025 42084
1937 71809 60844 56778 47539 35331
1938 73732 67852 62210 54480 44486
1939 70770 64613 62967 52693 41052
1940 72822 70391 63168 55559 41860
1941 80255 79468 72390 67954 54650
1942 83582 85182 80611 72123 60463
1943 84965 82230 77727 71294 58725
1944 82545 85302 77544 68007 52177
1945 87548 81740 76478 63398 46397
1946 89493 83919 81603 68828 55379
1947 97241 94211 86677 75529 58771
1948 98137 95204 90328 77599 56024
1949 103084 96069 86717 69446 52021
1950 99912 97390 84976 67340 53877
1951 98430 96167 81637 66268 48731
1952 99957 91517 79234 61068 41994
1953 96352 91568 78826 57112 41412
1954 99398 90338 73075 55807 39997
1955 93184 79867 61633 47218 32832
1956 90704 76078 60768 43328 30616
1957 88932 77038 59423 40923 32430
1958 92636 79925 58142 42462 31721
1959 87478 70579 53636 38157 26534
1960 83504 65229 50969 36808 25966
1961 82563 66708 48634 35941 23135
1962 80487 62366 43309 34946 21325
1963 82942 60904 45206 34865 22289
1964 75202 58170 42478 31690 18235
1965 68415 54160 40056 29952 15561
1966 70408 52540 40565 28876 16335
1967 69835 50411 43681 31885 19355
1968 66383 50923 41559 30607 19116
1969 66847 51450 42699 31727 22064
1970 67015 53297 45679 33443 25736
1971 65851 54640 43711 34152 24063
1972 60654 55437 44581 34270 22258
1973 62814 54814 45499 38413 24907
1974 68037 61741 52556 48940 31731
1975 72810 67455 56771 54788 33842
1976 72576 62408 56379 49822 28047
1977 75517 66497 58948 50017 27905
1978 77736 69911 67017 53611 31371
1979 82278 74526 74869 56071 34122
1980 85424 75941 78304 55484 33341
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 155741 168774 147334 167562 153310
1922 120335 170432 124682 132410 149501
1923 108091 125857 114218 110594 134655
1924 133761 135414 120952 112473 133264
1925 108403 122261 113312 107135 142004
1926 121809 103156 112589 98218 126228
1927 124839 87210 87726 92871 114918
1928 86286 72466 64223 70671 75628
1929 73477 57733 45722 44409 49525
1930 76697 62399 49934 54096 49291
1931 80674 81791 64653 74600 68130
1932 94755 95166 100548 124177 137908
1933 103017 98225 117665 137497 160298
1934 88682 78855 89101 119522 125038
1935 101171 93661 121431 135259 152246
1936 91207 76874 95351 95050 103875
1937 66290 66079 76852 79774 72757
1938 79735 91803 103184 115658 123733
1939 75015 83415 110044 113158 110962
1940 80530 101732 110653 121402 105519
1941 98831 129553 136610 157755 138312
1942 115264 148497 171985 175659 171208
1943 116086 135536 157881 175817 168929
1944 106630 146492 156921 160415 131571
1945 121449 135407 152562 136409 102564
1946 119850 126108 145336 127126 108778
1947 141729 163781 166930 162310 133861
1948 141590 165382 184670 177961 128201
1949 161369 173818 178648 147495 123349
1950 151014 173049 157414 121104 116966
1951 141090 162414 141869 121172 103492
1952 143224 142829 135347 107764 82257
1953 131444 143363 134577 93221 84262
1954 143572 145004 117149 94636 86748
1955 123011 106955 77320 68159 59365
1956 112880 93850 74782 57788 51008
1957 106514 97372 73531 51881 57252
1958 119796 109879 73361 62690 61326
1959 102558 78869 58410 47292 42308
1960 92414 65156 55120 45043 42653
1961 90870 71560 54261 46384 37724
1962 86811 63519 42494 43101 32851
1963 94591 61079 49363 44849 38052
1964 74867 54543 43037 36908 27398
1965 58944 48325 37499 32608 19813
1966 63631 46855 38038 28562 20029
1967 67225 46204 48953 40159 33382
1968 58406 46905 42235 35290 31517
1969 58320 48008 44067 36890 37876
1970 63164 54573 55988 46852 57873
1971 64282 58809 52377 52847 54951
1972 54730 61424 54877 52492 46086
1973 57866 56543 53623 58956 42598
1974 72823 76254 76596 99813 63165
1975 88950 101912 98360 141451 80040
1976 84637 82332 93952 109816 55028
1977 93635 93405 102480 103934 49447
1978 99702 106621 134966 113785 55661
1979 106642 113559 156755 106332 51698
1980 115215 113888 167384 97642 46246
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 216373 248978 207737 272035 252255
1922 138938 247376 153417 177049 230556
1923 117715 150633 134455 134196 197609
1924 162692 169239 148996 140595 195946
1925 117148 143382 134345 129553 214140
1926 139930 111081 135925 117178 188446
1927 146177 84860 90748 108462 162363
1928 80405 63699 55627 70446 84643
1929 62154 43596 30091 28338 32031
1930 67749 51439 37182 44123 40789
1931 74798 81957 60748 84825 84261
1932 98654 106565 128920 194845 250976
1933 109306 106389 152855 204375 273209
1934 87902 77274 100550 168587 194897
1935 108803 101552 162894 205061 262712
1936 92549 74207 112015 120507 150674
1937 55250 58315 78403 90278 85975
1938 77098 105153 134831 173983 209856
1939 71007 90453 148912 169427 179816
1940 78569 121165 148097 184632 160504
1941 106444 171870 195776 256966 219796
1942 138832 215068 282653 303217 306673
1943 140536 186677 248219 307528 306900
1944 122743 210043 247034 269960 209023
1945 148777 185923 236620 209712 140823
1946 142803 160858 209222 177210 143253
1947 189858 247857 264445 265903 203121
1948 189676 252197 312445 311795 193488
1949 232657 274749 301290 234229 188109
1950 207706 267460 239581 163151 166891
1951 186594 243110 206293 167180 145463
1952 191618 199838 195957 144512 106776
1953 167072 201266 195010 115566 112443
1954 191975 205864 155833 119653 119735
1955 152827 130320 82918 76437 72244
1956 133798 106811 79245 60531 58193
1957 121186 113043 77200 50814 68635
1958 146473 137509 77248 69352 77259
1959 116143 82188 55357 46086 45832
1960 98327 59825 50865 42521 46062
1961 96030 69392 50588 45008 38618
1962 90029 58035 34307 39101 29660
1963 103203 54318 43580 42222 38726
1964 70940 45397 34616 29803 20913
1965 47716 37289 26659 21869 8080
1966 53178 35271 25917 15925 4209
1967 58832 35312 41346 32893 27094
1968 46410 35140 31185 24418 19669
1969 45655 35777 32333 25095 25460
1970 53233 45875 51809 43550 69164
1971 55319 51569 46930 53042 64472
1972 42653 54272 49041 50460 46330
1973 45349 45840 44831 55777 36115
1974 67649 77695 85132 140116 73263
1975 96648 129026 132502 252314 108331
1976 89417 92920 124833 173590 63232
1977 103896 111583 140582 154024 51341
1978 114748 137078 212368 169409 57809
1979 125174 147372 257787 143787 47880
1980 140146 146002 280988 122373 39028
20% stocks / 80% TIPS at 2.0% interest, 25% of portfolio gains removed, 3.5% withdrawal rate.
Year, balance at 10 years, ..at 15 years, ..at 20 years, ..at 25 years, ..at 30 years
Code: Select all
1921 105979 101530 87594 79980 63598
1922 98270 106315 87315 79969 71964
1923 94260 94863 83770 73567 69853
1924 102816 97093 84304 72168 67654
1925 94637 94255 83018 71869 71022
1926 98816 86426 80371 65788 62416
1927 99870 80889 72881 63962 60539
1928 85863 73543 62242 55877 48614
1929 80158 66637 53961 46187 40284
1930 80121 66326 52573 45053 33693
1931 80811 72526 56048 48913 35425
1932 85885 76863 66742 62259 52265
1933 90680 80725 78145 75502 71325
1934 84689 72998 69145 69927 61945
1935 88955 77809 78017 73240 67254
1936 85150 71544 70220 61826 54894
1937 74618 66218 63606 55965 44883
1938 77860 74156 70207 64547 56065
1939 75061 70939 71537 63126 52662
1940 77577 77725 72903 66861 53789
1941 86154 89476 84626 82581 70019
1942 91261 95181 93613 87075 76938
1943 91252 90958 89355 84955 73645
1944 88239 93713 88542 80830 65246
1945 93315 90755 87506 75213 58233
1946 95770 92480 92365 80735 68326
1947 103278 103250 97847 88563 73306
1948 102769 102726 99777 88812 68095
1949 107747 103486 96333 79889 63670
1950 106547 106407 95447 78362 67485
1951 103702 103427 90244 76191 60889
1952 104025 97316 86634 70087 52140
1953 100570 97323 86242 65685 51990
1954 103905 96998 80744 64743 51078
1955 96988 84688 67085 54637 41658
1956 93948 80449 66191 50719 39316
1957 92182 81735 65749 48446 41756
1958 96215 85132 64691 50996 41664
1959 89784 73907 58190 44545 34132
1960 85901 68426 56245 43564 34165
1961 84972 70392 54561 43173 31464
1962 82898 66564 48896 41923 29468
1963 85735 65287 51659 42447 31238
1964 77750 62021 48523 38721 26522
1965 70648 58602 46086 37223 23821
1966 72828 57418 46786 35925 24966
1967 73788 56164 51057 40111 29252
1968 69878 56869 48707 38777 29447
1969 70115 57743 50068 40143 33029
1970 71427 60123 54138 43009 38325
1971 70905 61640 52035 44281 36377
1972 66008 62916 53251 44581 34105
1973 68333 62257 54695 49801 36683
1974 74868 70319 63483 63053 45176
1975 80228 77620 68779 71016 48336
1976 78771 70946 67149 63296 39891
1977 82405 75287 70501 63193 39341
1978 85197 80308 80589 68087 43935
1979 89166 84496 89197 69941 46161
1980 92884 85756 93103 68728 44836