Interim Retirement Nestegg Report – I broke $600,000

Interim Retirement Nestegg Report – I broke $600,000

Today I officially broke through the $600,000 barrier for the first time in my life. It actually took me 16 months to add another $100k onto my retirement nestegg which is longer than it took me to go from 400k to 500k and 300k to 400k, which is not exactly how this compounding this is supposed to work. That being said the market has only gained 3-4% while my nestegg has increased 20% in the same time. This would be…

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Retirement Nestegg Report – July 2016

Retirement Nestegg Report – July 2016

Another all-time high for my nestegg and some out performance by my investments of the SP500 index. Overall a good month and I’m getting close to another milestone as I approach the $600k mark – which honestly is taking longer than I had anticipated. Overall my investments have not been doing that hot this year so I’m hoping that as things turn around I’ll bust through 600 and hopefully 700 in the relatively near future. Roughly a 15% increase without…

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Retirement Nestegg Report – June 2016

Retirement Nestegg Report – June 2016

Well kind of a mixed month for me. The good news is that my retirement nestegg is at an all-time high, the bad news is that my investments under performed the market quite a bit this month and this year in general and the only reason I hit an all-time new high is that I contributed $26,000 into my taxable account. The $26,000 was part of $50,000 emergency savings that I had sitting on the sideline to absorb any unforeseen…

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Retirement Nestegg Report – May 2016

Retirement Nestegg Report – May 2016

Well not a super great month for my investment performance, but did get some overall growth. One item that caught my eye was that in the first 5 months of the year I have contributed nearly $32,000 to my retirement accounts when you add in my employers generous matching program. When I look back at one of the first goals this blog had was to save $100,000 by the time I was 30 and now that I am now just…

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Retirement Nestegg Report – April 2016

Retirement Nestegg Report – April 2016

Taxable Account- $20,366.02 (+1.02%) Traditional Rollover IRA – $29,574.73 (-5.11%) My Roth IRA – $141,085.04 (-2.20%) Wife Roth IRA – $77,048.21 (-1.31%) Traditional 401k – $262,576.57 (+1.87%) Roth/Traditional % = 42.91% (tax free) Total Retirement Nest Egg $530,650.57 (-0.14%) Retirement Salary (4%) – $21,226.02 Monthly Contributions $1,405.93 (401k) SP500 Performance +0.27% My Monthly Investment Performance -0.41% (-0.68% vs SP500) My Monthly Individual Stocks Performance -2.04% (-2.31% vs SP500)

Retirement Nestegg Report – March 2016

Retirement Nestegg Report – March 2016

Well a pretty good month for my retirement nestegg. It grew by about $46,000 in one month which is nice. I had the benefit of having over $8k in contributions to my 401k due to receiving a bonus at work this month. This is in addition to the $8k I had last month due to a chunk of my 401k matching hitting as well. Overall it was a wise decision to take my current job 9 years ago due to…

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Retirement Nestegg Report – February 2016

Retirement Nestegg Report – February 2016

Taxable Account- $17,432.54 (-10.30%) Traditional Rollover IRA – $30,722.07 (+3.38%) My Roth IRA – $135,692.92 (+1.86%) Wife Roth IRA – $73,732.62 (+0.35%) Traditional 401k – $228,140.00 (+1.02%) Roth/Traditional % = 42.91% (tax free) Total Retirement Nest Egg $485,720.15 (+0.84%) Retirement Salary (4%) – $19,428.81 Monthly Contributions $8,089.68 (401k) SP500 Performance -0.41% My Monthly Investment Performance -0.84% (-0.43% vs SP500) My Monthly Individual Stocks Performance -0.49% (-0.08% vs SP500)