Sentences with phrase «balance after adjusting for inflation»

I have tabulated the amounts withdrawn when one removes 4 % of his portfolio's current balance after adjusting for inflation (i.e., using real dollars).

Not exact matches

Again, looking at the 1 % interest rate conditions, the «Balance at Year 10 = 79 %» means that you have 79 % of your original money invested in TIPS if you withdraw the stated rate — after adjusting for inflation.

At least two - thirds of those portfolios that will succeed have balances above 90 % of the initial balance (in terms of real dollars, after adjusting for inflation).

If you can get 2.3 % interest from TIPS throughout the first decade (you can get 2.5 % today), and if P / E10 falls to 14, which is historically typical, well above bargain levels: the calculator tells us that you can withdraw 4.0 % (plus inflation) for the full 40 years and still end up with 50 % of your initial balance (after adjusting for inflation).

The maximum federal deduction, $ 2,500, has not changed since 2001, but between 2007 and 2016, student loan balances increased by 106 percent in real terms and the cost to the federal government of the deduction more than doubled — rising 107 percent, after adjusting for inflation.