©1998 Larsen
These tables can be used to determine the amount of income producing assets required to meet a
need of $10,000 per year. To determine the amount needed in multple of $10,000 (ie $30,000),
multiply the amount by 3. Divide the amount you desire by $10,000 and multiply by the listed
amount to determine total assests needed.
Note: At age 90, all assets are consume and equal to zero.
Down load lotus file SPREADSHEET and make your own table.
ASSETS REQURIED TO PROVIDE $10,000 PER YEAR BASED ON INFLATION @1.5%,LIVE TO 90 | ||||||
AGE | 4.0% | 5.0% | 6.0% | 7.0% | 8.0% | 9.0% |
21 | $325,369 | $258,170 | $211,083 | $177,050 | $151,723 | $132,359 |
22 | $323,531 | $257,220 | $210,590 | $176,792 | $151,587 | $132,287 |
23 | $321,648 | $256,238 | $210,074 | $176,520 | $151,442 | $132,210 |
24 | $319,718 | $255,222 | $209,535 | $176,233 | $151,288 | $132,127 |
25 | $317,741 | $254,170 | $208,973 | $175,930 | $151,124 | $132,038 |
26 | $315,714 | $253,082 | $208,385 | $175,611 | $150,950 | $131,942 |
27 | $313,638 | $251,957 | $207,772 | $175,275 | $150,765 | $131,839 |
28 | $311,511 | $250,793 | $207,131 | $174,920 | $150,567 | $131,729 |
29 | $309,332 | $249,589 | $206,462 | $174,546 | $150,357 | $131,610 |
30 | $307,099 | $248,343 | $205,763 | $174,152 | $150,134 | $131,483 |
31 | $304,810 | $247,054 | $205,034 | $173,737 | $149,896 | $131,346 |
32 | $302,466 | $245,721 | $204,272 | $173,299 | $149,643 | $131,199 |
33 | $300,064 | $244,342 | $203,476 | $172,837 | $149,374 | $131,041 |
34 | $297,602 | $242,916 | $202,645 | $172,350 | $149,088 | $130,872 |
35 | $295,080 | $241,440 | $201,777 | $171,837 | $148,783 | $130,690 |
36 | $292,496 | $239,913 | $200,870 | $171,297 | $148,459 | $130,495 |
37 | $289,848 | $238,334 | $199,924 | $170,727 | $148,114 | $130,285 |
38 | $287,135 | $236,700 | $198,935 | $170,125 | $147,747 | $130,060 |
39 | $284,355 | $235,010 | $197,903 | $169,492 | $147,356 | $129,818 |
40 | $281,506 | $233,261 | $196,824 | $168,824 | $146,941 | $129,558 |
41 | $278,588 | $231,453 | $195,698 | $168,120 | $146,498 | $129,279 |
42 | $275,597 | $229,582 | $194,522 | $167,378 | $146,028 | $128,980 |
43 | $272,533 | $227,646 | $193,294 | $166,595 | $145,527 | $128,658 |
44 | $269,394 | $225,644 | $192,012 | $165,770 | $144,994 | $128,313 |
45 | $266,177 | $223,572 | $190,673 | $164,901 | $144,427 | $127,942 |
46 | $262,881 | $221,429 | $189,274 | $163,984 | $143,824 | $127,543 |
47 | $259,503 | $219,213 | $187,813 | $163,017 | $143,183 | $127,115 |
48 | $256,043 | $216,920 | $186,287 | $161,999 | $142,500 | $126,656 |
49 | $252,497 | $214,547 | $184,694 | $160,925 | $141,773 | $126,163 |
50 | $248,864 | $212,093 | $183,030 | $159,793 | $141,000 | $125,633 |
51 | $245,141 | $209,555 | $181,293 | $158,599 | $140,177 | $125,064 |
52 | $241,327 | $206,928 | $179,478 | $157,341 | $139,302 | $124,453 |
53 | $237,419 | $204,212 | $177,583 | $156,015 | $138,370 | $123,797 |
54 | $233,414 | $201,401 | $175,604 | $154,616 | $137,379 | $123,092 |
55 | $229,311 | $198,494 | $173,537 | $153,142 | $136,325 | $122,335 |
56 | $225,107 | $195,486 | $171,379 | $151,588 | $135,203 | $121,522 |
57 | $220,800 | $192,375 | $169,125 | $149,950 | $134,009 | $120,650 |
58 | $216,386 | $189,156 | $166,771 | $148,224 | $132,739 | $119,712 |
59 | $211,863 | $185,827 | $164,312 | $146,403 | $131,387 | $118,706 |
60 | $207,229 | $182,382 | $161,745 | $144,484 | $129,949 | $117,625 |
61 | $202,481 | $178,819 | $159,064 | $142,461 | $128,418 | $116,464 |
62 | $197,616 | $175,133 | $156,263 | $140,328 | $126,790 | $115,218 |
63 | $192,631 | $171,320 | $153,339 | $138,080 | $125,057 | $113,879 |
64 | $187,524 | $167,375 | $150,285 | $135,710 | $123,213 | $112,442 |
65 | $182,290 | $163,295 | $147,096 | $133,212 | $121,252 | $110,898 |
66 | $176,928 | $159,073 | $143,765 | $130,578 | $119,164 | $109,241 |
67 | $171,434 | $154,707 | $140,287 | $127,801 | $116,943 | $107,460 |
68 | $165,804 | $150,189 | $136,654 | $124,874 | $114,580 | $105,548 |
69 | $160,036 | $145,516 | $132,861 | $121,789 | $112,066 | $103,495 |
70 | $154,125 | $140,681 | $128,899 | $118,536 | $109,390 | $101,291 |
71 | $148,069 | $135,680 | $124,761 | $115,107 | $106,543 | $98,923 |
72 | $141,864 | $130,507 | $120,440 | $111,492 | $103,514 | $96,380 |
73 | $135,506 | $125,155 | $115,928 | $107,681 | $100,290 | $93,650 |
74 | $128,991 | $119,618 | $111,215 | $103,664 | $96,861 | $90,717 |
75 | $122,316 | $113,891 | $106,294 | $99,429 | $93,211 | $87,568 |
76 | $115,477 | $107,966 | $101,154 | $94,964 | $89,328 | $84,187 |
77 | $108,469 | $101,836 | $95,787 | $90,258 | $85,197 | $80,555 |
78 | $101,288 | $95,496 | $90,181 | $85,297 | $80,801 | $76,655 |
79 | $93,931 | $88,936 | $84,327 | $80,066 | $76,123 | $72,467 |
80 | $86,392 | $82,151 | $78,213 | $74,553 | $71,145 | $67,970 |
81 | $78,668 | $75,132 | $71,829 | $68,740 | $65,849 | $63,140 |
82 | $70,753 | $67,870 | $65,161 | $62,613 | $60,214 | $57,954 |
83 | $62,644 | $60,358 | $58,198 | $56,154 | $54,218 | $52,384 |
84 | $54,334 | $52,587 | $50,926 | $49,344 | $47,838 | $46,402 |
85 | $45,820 | $44,549 | $43,331 | $42,166 | $41,049 | $39,979 |
86 | $37,097 | $36,232 | $35,400 | $34,598 | $33,826 | $33,080 |
87 | $28,158 | $27,630 | $27,117 | $26,621 | $26,140 | $25,673 |
88 | $19,000 | $18,730 | $18,467 | $18,211 | $17,961 | $17,717 |
89 | $9,615 | $9,524 | $9,434 | $9,346 | $9,259 | $9,174 |
90 | $0 | $0 | $0 | $0 | $0 | $0 |
ASSETS REQURIED TO PROVIDE $10,000 PER YEAR BASED ON INFLATION @1.5%,LIVE TO 90 | ||||||
AGE | 10.0% | 11.0% | 12.0% | 13.0% | 14.0% | 15.0% |
21 | $117,189 | $105,044 | $95,131 | $86,904 | $79,974 | $74,061 |
22 | $117,151 | $105,023 | $95,120 | $86,898 | $79,970 | $74,059 |
23 | $117,109 | $105,001 | $95,108 | $86,891 | $79,967 | $74,057 |
24 | $117,064 | $104,976 | $95,094 | $86,884 | $79,962 | $74,055 |
25 | $117,016 | $104,949 | $95,080 | $86,875 | $79,958 | $74,052 |
26 | $116,963 | $104,920 | $95,063 | $86,866 | $79,953 | $74,049 |
27 | $116,905 | $104,888 | $95,045 | $86,856 | $79,947 | $74,046 |
28 | $116,843 | $104,853 | $95,025 | $86,844 | $79,940 | $74,042 |
29 | $116,776 | $104,814 | $95,003 | $86,832 | $79,933 | $74,038 |
30 | $116,703 | $104,772 | $94,979 | $86,818 | $79,925 | $74,033 |
31 | $116,624 | $104,726 | $94,952 | $86,802 | $79,915 | $74,027 |
32 | $116,538 | $104,676 | $94,922 | $86,784 | $79,905 | $74,021 |
33 | $116,445 | $104,621 | $94,890 | $86,765 | $79,893 | $74,014 |
34 | $116,345 | $104,561 | $94,854 | $86,743 | $79,880 | $74,006 |
35 | $116,236 | $104,496 | $94,814 | $86,719 | $79,865 | $73,997 |
36 | $116,118 | $104,424 | $94,770 | $86,692 | $79,849 | $73,987 |
37 | $115,989 | $104,345 | $94,722 | $86,662 | $79,830 | $73,975 |
38 | $115,851 | $104,259 | $94,668 | $86,629 | $79,809 | $73,962 |
39 | $115,700 | $104,165 | $94,609 | $86,592 | $79,786 | $73,947 |
40 | $115,537 | $104,062 | $94,544 | $86,550 | $79,759 | $73,930 |
41 | $115,361 | $103,950 | $94,473 | $86,504 | $79,730 | $73,911 |
42 | $115,169 | $103,827 | $94,393 | $86,453 | $79,697 | $73,889 |
43 | $114,962 | $103,693 | $94,306 | $86,396 | $79,659 | $73,865 |
44 | $114,737 | $103,546 | $94,210 | $86,333 | $79,617 | $73,837 |
45 | $114,493 | $103,385 | $94,103 | $86,262 | $79,570 | $73,805 |
46 | $114,229 | $103,209 | $93,986 | $86,183 | $79,517 | $73,770 |
47 | $113,943 | $103,017 | $93,856 | $86,096 | $79,458 | $73,729 |
48 | $113,632 | $102,807 | $93,713 | $85,998 | $79,391 | $73,683 |
49 | $113,296 | $102,577 | $93,556 | $85,889 | $79,316 | $73,631 |
50 | $112,932 | $102,326 | $93,381 | $85,769 | $79,232 | $73,572 |
51 | $112,537 | $102,051 | $93,189 | $85,634 | $79,137 | $73,506 |
52 | $112,109 | $101,750 | $92,977 | $85,484 | $79,031 | $73,430 |
53 | $111,645 | $101,421 | $92,744 | $85,317 | $78,911 | $73,344 |
54 | $111,142 | $101,061 | $92,486 | $85,132 | $78,777 | $73,247 |
55 | $110,598 | $100,668 | $92,201 | $84,925 | $78,627 | $73,137 |
56 | $110,007 | $100,238 | $91,887 | $84,695 | $78,458 | $73,013 |
57 | $109,368 | $99,768 | $91,540 | $84,438 | $78,268 | $72,872 |
58 | $108,674 | $99,253 | $91,157 | $84,153 | $78,054 | $72,712 |
59 | $107,923 | $98,691 | $90,735 | $83,835 | $77,815 | $72,531 |
60 | $107,108 | $98,076 | $90,269 | $83,482 | $77,546 | $72,325 |
61 | $106,226 | $97,403 | $89,755 | $83,088 | $77,243 | $72,093 |
62 | $105,269 | $96,667 | $89,188 | $82,650 | $76,904 | $71,829 |
63 | $104,233 | $95,863 | $88,562 | $82,162 | $76,523 | $71,531 |
64 | $103,110 | $94,983 | $87,872 | $81,619 | $76,094 | $71,192 |
65 | $101,892 | $94,021 | $87,110 | $81,014 | $75,613 | $70,809 |
66 | $100,573 | $92,969 | $86,269 | $80,340 | $75,073 | $70,375 |
67 | $99,143 | $91,818 | $85,341 | $79,591 | $74,467 | $69,883 |
68 | $97,593 | $90,560 | $84,317 | $78,756 | $73,785 | $69,325 |
69 | $95,914 | $89,183 | $83,187 | $77,827 | $73,020 | $68,694 |
70 | $94,094 | $87,678 | $81,941 | $76,793 | $72,160 | $67,978 |
71 | $92,122 | $86,032 | $80,565 | $75,641 | $71,195 | $67,168 |
72 | $89,984 | $84,233 | $79,047 | $74,359 | $70,110 | $66,249 |
73 | $87,667 | $82,264 | $77,372 | $72,932 | $68,892 | $65,208 |
74 | $85,157 | $80,112 | $75,524 | $71,343 | $67,524 | $64,029 |
75 | $82,436 | $77,757 | $73,485 | $69,574 | $65,988 | $62,693 |
76 | $79,487 | $75,183 | $71,234 | $67,604 | $64,262 | $61,179 |
77 | $76,291 | $72,368 | $68,751 | $65,412 | $62,324 | $59,464 |
78 | $72,828 | $69,289 | $66,011 | $62,971 | $60,147 | $57,521 |
79 | $69,075 | $65,922 | $62,987 | $60,253 | $57,702 | $55,319 |
80 | $65,007 | $62,240 | $59,651 | $57,228 | $54,956 | $52,825 |
81 | $60,599 | $58,213 | $55,970 | $53,859 | $51,872 | $49,998 |
82 | $55,822 | $53,809 | $51,907 | $50,109 | $48,408 | $46,796 |
83 | $50,644 | $48,993 | $47,425 | $45,935 | $44,517 | $43,168 |
84 | $45,033 | $43,726 | $42,479 | $41,287 | $40,147 | $39,057 |
85 | $38,952 | $37,967 | $37,021 | $36,112 | $35,239 | $34,400 |
86 | $32,362 | $31,668 | $30,999 | $30,352 | $29,727 | $29,123 |
87 | $25,220 | $24,780 | $24,353 | $23,938 | $23,536 | $23,144 |
88 | $17,479 | $17,247 | $17,020 | $16,798 | $16,582 | $16,371 |
89 | $9,091 | $9,009 | $8,929 | $8,850 | $8,772 | $8,696 |
90 | $0 | $0 | $0 | $0 | $0 | $0 |