Well first off I apologize for missing last months report. I just finished up and post-dated the timestamp. You can find that report here. Anyway another dull month for me, but once again at least I’m still headed in the right direction, even if a majority of my gains were due to Roth 401k contributions. I was expecting to get matching funds from my employer for my 401k either last month or this month, but it has not been the case (good thing I decided to leave employer contributions out of any goal setting I did). Unlike some employers who put matching funds in with each paycheck deposit, my employer waits till the end of the year to decide what % they are going to match, during the hiring process they said historically it was $1 for $1 up to 6%, but talking to people last year they said previous year was more like 4%, anyway they decide this in January for your entire previous years contributions. They then don’t actually deposit this money until after the end of the 2nd quarter. Well end of 2nd quarter came and went and no deposit, I’ve sent an email about the matter but it has gone unanswered. Anyway enough complaining about my employer and more about the report.
My Roth IRA – $10,316.56 (-2.20%)
Wife Roth IRA – $11,487.52 (-2.85%)
Traditional 401K – $10,479.08 (+4.46%)
Roth 401K – $5,169.99 (+10.37%)
Total Retirement Nest Egg $37,453.15 (+1.0%)