Interim Retirement Nestegg Report – I broke $800,000

Interim Retirement Nestegg Report – I broke $800,000

Well another 5 months and another $100,000 added to my retirement nestegg. To be honest I’m a little dumbfounded how fast my nestegg is growing and the best part is it is almost entirely by market gains with no effort on my part. In fact since I wrote our monthly report exactly one week ago my portfolio has added another $16,000. I’m not expecting it to continue but at this pace the double comma club isn’t to far off and I am well ahead of my projections to hit a $1M nestegg by age 40.

Taxable Account- $53,154.14
Private Stock $63,100
Traditional Rollover IRA – $29,903.60
My Roth IRA – $185,147.52
Wife Roth IRA – $116,792.26
Traditional 401k – $352,140.20

Roth/Traditional % = 37.73% (tax free)

Total Retirement Nest Egg $800,237.72
Retirement Salary (4%) $32,009

$100,000 NestEgg Milestones

Date DOW Jones Value MFJ Nestegg
Oct 2008 10,000 $ 69,300
Oct 2009 10,000 (+0%) $100,000 (+44%)
Feb 2012 13,000 (+30%) $200,000 (+100%)
Jul 2013 15,423 (+19%) $300,000 (+50%)
Feb 2014 16,395.88 (+6.3%) $400,000 (+33%)
April 2015 18,084.48 (+10.30%) $500,000 (+25%)
August 2016 18,636.05 (+3.05%) $600,000 (+20%)
January 2017 20,068.51 (+7.69%) $700,000 (+17%)
June 2017 $21,182.53 (+5.56%) $800,000 (+14%)
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