July 2007 – Retirement Nestegg Report

July 2007 – Retirement Nestegg Report

Well a couple of changes with my accounts this month. You’ll notice that my previous employer Traditional and Roth 401ks are no longer in the detail and that there is a new Traditional IRA Rollover account. I rolled over the money from my previous employer this month. The traditional part is in the Traditional IRA Rollover account and the Roth part I just put in my normal Roth IRA account. My previous employer actually had excellent investment options – some actually better than I can get on my own, but I rolled it over just because even though the expense ratios were top notch I just wasn’t sure what other fees were being assessed or what new fees might show up in the future. Guess I am a control freak when it comes to my financials so I rolled it over.

I’m still in the process of reinvesting most of it and am trying to force myself to be a little more conservative with some of my investment options, but so far I’ve been a little extra aggressive (IE I’m going to piss it all away and should put the remaining money in an index ETF). Anyway I broke the $60k mark this month (mainly due to contributions) – here is the breakdown.

Traditonal Rollover IRA – $13,202.98 (-0.38%)
My Roth IRA – $26,259.10 (+1.22%)
Wife Roth IRA – $14,129.29 (-5.92%)
Current Traditional 401k – $7,491.90 (+29.90%)

Roth/Traditional % = 66.12% (tax free)

Total Retirement Nest Egg $61,083.27 (+3.06%)

Comments are closed.