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Month: April 2008

Retirement Nestegg Report – March 2008

Retirement Nestegg Report – March 2008

Well the good news is that my retirement nestegg grew by nearly 8% this month. The bad news is I had to do most of the heavy lifting as for the month as I had a negative investment return. I had some pretty big contributions this month, first off my annual bonus ended up being over $10k of which 21% of that went to my 401k. I also made a $2750 contribution for my wife’s Roth IRA at Zecco (see new account below). I also had an abnormal amount of normal paycheck contributions hit my 401k this month so overall I had nearly $6,000 in new contributions this month. Luckily my account is small enough yet where my contributions can offset any negative investment performance and keep my account total growing.

Traditional Rollover IRA – $12,200.55 (+2.73%)
My Roth IRA – $28,467.49 (-4.00%)
Wife Roth IRA (Scottrade) – $13,387.32 (-0.40%)
Wife Roth IRA (Zecco) – $2750.00 (+100%)
Current Traditional 401k – $22,193.94 (+22.32%)

Roth/Traditional % = 56.46% (tax free)

Total Retirement Nest Egg $78,999.30 (+7.80%)