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Portfolio Withdrawal Calculator: Quarterly Withdrawal vs Annual Withdrawal

$20

This Google Spreadsheet was used in the data analysis for the article 'The 4% Rule: Should You Withdraw Annually or Quarterly?' which you can find at the following link:

https://imgracehuang.medium.com/the-4-rule-should-you-withdraw-annually-or-quarterly-ecc4c5be956f

It has the following data:

  • US Large Cap Index Returns
  • S&P 500 Dividend Yield By Year
  • S&P 500 Real Price by Quarter
  • US Inflation Rates

The calculations include:

  • Quarterly withdrawal
  • Annual withdrawal
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A Google Spreadsheet

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$20

Portfolio Withdrawal Calculator: Quarterly Withdrawal vs Annual Withdrawal

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