Well I managed to stay positive this month (barely) completely due to contributions and finally getting matching funds from my previous employer. This month isn’t exactly 100% precise as I don’t know exactly how much of the matching funds is mine anymore due to it only being 20% vested so I took a stab at it. Hopefully by next month this money will show up in Rollover IRAs and I will be back on tracking it to the penny (as if that matters). Anyway here are the figures for this month. Hopefully next month I break through the $60,000 mark.
My Roth IRA – $11,974.83 (-2.69%)
Wife Roth IRA – $15,018.07 (-1.01%)
Old Employer Traditional 401K – $13,253.70 (+2.55%)
Old Employer Roth 401K – $13,966.71 (-0.68%)
Current Traditional 401k – $5,767.62 (+26.12%)
Roth/Traditional % = 67.91% (tax free)
Total Retirement Nest Egg $59,267.92 (+0.39%)