Retirement Nestegg Report – February 2016

Retirement Nestegg Report – February 2016

Taxable Account- $17,432.54 (-10.30%)
Traditional Rollover IRA – $30,722.07 (+3.38%)
My Roth IRA – $135,692.92 (+1.86%)
Wife Roth IRA – $73,732.62 (+0.35%)
Traditional 401k – $228,140.00 (+1.02%)

Roth/Traditional % = 42.91% (tax free)

Total Retirement Nest Egg $485,720.15 (+0.84%)
Retirement Salary (4%) – $19,428.81

Monthly Contributions $8,089.68 (401k)
SP500 Performance -0.41%
My Monthly Investment Performance -0.84% (-0.43% vs SP500)
My Monthly Individual Stocks Performance -0.49% (-0.08% vs SP500)

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