Interim Retirement Nestegg Report $1.5M

Interim Retirement Nestegg Report $1.5M

Well it happened. Two interim reports in the same month. Just 15 days after my nesetegg passed $1.4M it is now north of $1.5M. It is going to get to a point here shortly where it will be hard for me to keep track of $100k milestones as they will happen so quickly and I may have to start doing $250k reports once we hit $2M.

Once again this report was driven by a large run up in my individual stocks namely Tesla, Shopify, and Netflix.

Taxable Account- $110,750.62
Private Stock $72,000
Traditional Rollover IRA – $58,172.38
My Roth IRA – $430,752.57
Wife Roth IRA – $262,244.73
Wife 401k – $4,971.41
Traditional 401k – $576,470.18

Roth/Traditional % = 45.73% (tax free)

Total Retirement Nest Egg $1,515,361.90
Retirement Salary (4%) $60,614

$100,000 NestEgg Milestones

Date DOW Jones Value MFJ Nestegg Time to Achieve
Oct 2008 10,000 $ 69,300 29 years 2 months
Oct 2009 10,000 (+0%) $100,000 (+44%) 30 years 2 months
Feb 2012 13,000 (+30%) $200,000 (+100%) 2 years 5 months
Jul 2013 15,423 (+19%) $300,000 (+50%) 1 years 5 months
Feb 2014 16,395.88 (+6.3%) $400,000 (+33%) 7 months
April 2015 18,084.48 (+10.30%) $500,000 (+25%) 1 year 2 months
August 2016 18,636.05 (+3.05%) $600,000 (+20%) 1 year 4 months
January 2017 20,068.51 (+7.69%) $700,000 (+17%) 5 months
June 2017 $21,182.53 (+5.56%) $800,000 (+14%) 5 months
January 2018 $25,484.72(+20.31%) $900,000 (+12.5%) 7 months
May 2018 $24,667.78(-3.21%) $1,000,000 (+11.1%) 4 months
April 2019 $26,234.34 (+2.94%) $1,100,000 (+10.0%) 11 months
December 2019 $28,331.20 (+7.99%) $1,200,000 (+9.1%) 8 months
January 2020 $28,885.42(+1.96%) $1,300,000 (+8.3%) 0 months 28 days
February 2020 $28,399.81(-1.68%) $1,400,000 (+7.7%) 0 months 21 days
February 2020 $29,308.80(+3.20%) $1,500,000 (+7.14%) 0 months 15 days