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85% probability of success
The annual spending rate is after taxes and adjusted for a 2% annual inflation rate
The investment portfolio is invested in 60% stocks and 40% bonds, and all proceeds are invested at the same mix
The portfolio’s projected returns are based on William Blair’s long-term investment expectations
The projections are based on the following assumptions:
$1,000,000
$59,000,000
$750,000
$69,000,000
$500,000
$78,000,000
Annual Spending
Net Worth at Age 75