Retirement Nestegg Report – January 2009

Retirement Nestegg Report – January 2009

My retirement nestegg dropped in value by over 12%, which I believe is slightly worse than the market over that period of time. No big concerns at this point other than the fact that my contributions have been a little lacking lately due to the fact that I’ve gotten pretty excited about saving for a house we want to build in the next couple years and have been beefing that fund up lately to the detriment of my retirement contributions. It probably should be the other way around in this market, but both my wife and I are pretty excited to move into our “dream house” sooner than later and by getting a good house fund built up is becoming a priority.

Here are the figures for this month – if things keep going the way they are our new house fund might surpass our retirement nestegg!

Traditional Rollover IRA – $7,347.80 (-10.94%)
My Roth IRA – $21,043.66 (-11.74%)
Wife Roth IRA – $11,362.75 (-12.21%)
Current Traditional 401k – $20,173.86 (-14.30%)

Roth/Traditional % = 54.08% (tax free)

Total Retirement Nest Egg $59,928.07 (-12.61%)

  • Well, a house is always a different kind of investment – you can’t live in your share portfolio! 😉

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