The Real Estate Financial Planner Blueprint™
SS 003 Investing $100,000 in Stocks at 8.97%/yr and Earning and Spending $5,000/mo and Social Security Starting in Feb, 2040

Rules

If you remember, Rules modify Accounts and Properties in the Scenario. For this Scenario we have the following 2 Rules.

Let's look at each of the Rules below.

Paycheck and Personal Expenses

This Rule runs for the entire Scenario.

With the Paycheck and Personal Expenses, we collect a paycheck and pay our personal living expenses out of the $100,000 Invested in VTSMX at 8.97%/year Account each month. We start out collecting $5,000 Inflation Adjusted from our paycheck and paying out $4,058 Inflation Adjusted in personal expenses each month. Both our paycheck and personal expenses increase with inflation over time. We do pay taxes on the amount we collect from our paycheck at a rate of 18.84%.

Paycheck and Personal Expenses

This Rule runs from Feb 2040 to the end of the Scenario.

With the Paycheck and Personal Expenses, we collect a paycheck and pay our personal living expenses out of the $100,000 Invested in VTSMX at 8.97%/year Account each month. We start out collecting $1,200 Inflation Adjusted per month from our paycheck and that increases with inflation over time. We do pay taxes on the amount we collect from our paycheck at a rate of 18.84%.

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Blueprint™ Menu of Sections

• Introduction
• Accounts
• Properties
• Rules
• Significant Events
• Start New Income Source
• Achieved Financial Independence Goal
• Final Month Summary

Reports

• Risk
• Cash Flow
• Property Income And Expenses
• Insurance