Retirement Nestegg Report February 2017

Retirement Nestegg Report February 2017

Taxable Account- $45,034.40 (+0.66%)
Private Stock $60,000 (+0.00%)
Traditional Rollover IRA – $28,980.84 (+2.24%)
My Roth IRA – $163,891.10 (+3.12%)
Wife Roth IRA – $92,566.97 (+3.07%)
Traditional 401k – $326,841.20 (+2.84%)

Roth/Traditional % = 35.75% (tax free)

Total Retirement Nest Egg $717,304.51 (+3.58%)
Retirement Salary (4%) $28,692

Monthly Contributions $1,371.16 (401k)
SP500 Performance +3.72%
My Monthly Investment Performance +3.38% (-0.34% vs SP500)
My Monthly Individual Stocks Performance +2.68% (-1.04% vs SP500)

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