THE NEW HOLISTIC RETIREMENT • 45 In this scenario, your $500,000 IRA is growing at the reversed rat e of t he S &P 500®, shown in t he previou s chart. You still need $30,000 a year for income, though. Do you run out of money again after seventeen years? Not even cl ose. Here’ s what you r account val ue woul d look lik e in a reverse-S& P scenario: Year Ending Account Value 1 $ 562,000 2 $ 708,805 3 $ 647,760 4 $ 759,165 5 $ 819,962 6 $ 801,277 7 $ 880,972 8 $ 1,136,319 9 $ 1,288,130 10 $ 1,285,309 11 $ 1,448,877 12 $ 1,802,250 13 $ 1,105,417 14 $ 1,136,105 15 $ 1,285,496 16 $ 1,318,613 17 $ 1,432,079 18 $ 1,784,157 19 $ 1,359,858 20 $ 1,168,171 Example shown for illustrative purposes only and does not reflect any specific product or investment, nor does it reflect the deduction of fees or taxes. Past performance is not indicative of future results.
$ 1,031,868
2 1
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