Add withdrawals and money made

Let's update our previous retirement sheet with the annual withdrawal amounts and the money you made in income and stocks by replacing the numbers provided with formulas.

For the second year of annual withdrawals use = Annual Withdrawal * (1 + Inflation) ^ (Year - 1) by filling in the right cell numbers and absolute references for initial variables.

For income after tax, use = Fixed Income Beginning * Return on Fixed Income * (1 - Ordinary Tax Rate).

For dollar return on stocks in each year, use = Stock Holding Beginning * Overall Percent Return on Stocks.

Deze oefening maakt deel uit van de cursus

Financial Modeling in Google Sheets

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Oefeninstructies

In F14, enter the initial withdrawal using =Initial Withdrawl in B9.
In F15, use =B9*(1+B7)^(A15-1) and correct the formula for absolute references for B7 and B9.
In G14, use =C14*Fixed Income*(1-$B$5) and fill in the Fixed Income with an absolute reference for B3.
In H14, use =E14*B4, and correct the formula for the absolute reference for B4.
Copy the last cell in each column down through Year 15 by on row 28.

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