Retiring in 2002: $2M grew to $6M on a 4% withdrawal
Retiring in 2002 with $2M and a 4% inflation-adjusted withdrawal, the portfolio was worth $6M after 24 years, as of the latest data. Its worst year was 2008, when the S&P 500 lost 35.2% including dividends.
Portfolio Value: Started in 2002
100% S&P 500
75/25 stocks/bonds (Trinity study mix)
Major market event
Starting: $2,000,000
·
Withdrawal: 4.0%