Retirement Nestegg Report – April 2009

Retirement Nestegg Report – April 2009

Well not quite as good of month as last month, but pretty darn good. I guess I will take 17 or 18% gains every month. I’m really going to be disappointed when things return to normal and I’m not having 15% swings in either direction each month. The last 2 years in the stock market sure has been a lot of fun!

One thing I will mention in this months report is that I pretty much have all but abandoned making my $100,000 by Age 30 goal. It was within my grasp, but I made a conscious decision late last year to start saving up for a new house and that has trumped my retirement saving here in the short-term. I still will come close by my 30ths birthday ($90k+), but am afraid I will not actually meet my original goal and I am ok with that.

Anyway here is the report.

Traditional Rollover IRA – $9,440.31 (+15.79%)
My Roth IRA – $ 26,509.50 (+22.32%)
Wife Roth IRA – $13,932.31 (+18.91%)
Current Traditional 401k – $27,418.91 (+13.32%)

Roth/Traditional % = 52.32% (tax free)

Total Retirement Nest Egg $77,301.03 (+17.56%)

  • I’m genuinely dreading the return of a normal market. Sure it’s nice to see your portfolio go up in value and all, but it will be the end of all these cheap shares!

    Anyway, congrats on the growth. 🙂

  • Wow, you should be quite proud of your accomplishments. I’m in my mid 30s and I am nowhere near that goal. You’ve done well in coming close to goal achievement.

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