Retirement Nestegg Report – February 2012

Retirement Nestegg Report – February 2012

Well I gave a little back in the last two days so I will have to wait before I have a retirement nestegg report over $200k. A good month for my retirement nestegg growth but a good chunk of that was due to an extra $5400 that my company deposited in my 401k as part of my matching funds. My performance actually trailed the SP500 slightly this month. One item that I am considering is restarting contributions to our Roth IRAs which I have not contributed to since 2008! Our house/land fund is getting sufficiently big and I think it is time to start increasing our retirement savings again and I’d like to get some good contributions in before the April 15th deadline for 2011 contributions. Hopefully the market starts heading south again since I will not be a more active buyer of stocks going forward again.

Traditional Rollover IRA – $17,412.62 (+10.21%)
My Roth IRA – $52,221.31 (+3.61%)
Wife Roth IRA – $25,343.99 (+0.91%)
Current Traditional 401k – $104,361.29 (+10.43%)

Roth/Traditional % = 38.91% (tax free)

Total Retirement Nest Egg $199,339.21 (+7.28%)

Monthly Contributions $6,089.78 (401k)
SPY Performance +4.31%
My Monthly Investment Performance +4.00% (-0.31%)
My Monthly Individual Stocks Performance +4.01% (-0.30%)

  • JZ

    Love the blog, keep up the good work!

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