Retirement Nestegg Report – July 2016

Retirement Nestegg Report – July 2016

Another all-time high for my nestegg and some out performance by my investments of the SP500 index. Overall a good month and I’m getting close to another milestone as I approach the $600k mark – which honestly is taking longer than I had anticipated. Overall my investments have not been doing that hot this year so I’m hoping that as things turn around I’ll bust through 600 and hopefully 700 in the relatively near future. Roughly a 15% increase without any contributions results in about 100k of returns. With my contributions going forward I should expect to be breaking through new 100k barries at least once a year going forward and then likely a couple times a year. Got to love compounding.

Taxable Account- $47,051.91 (+5.48%)
Traditional Rollover IRA – $32,438.03 (+9.65%)
My Roth IRA – $146,776.00 (+5.10%)
Wife Roth IRA – $83,420.31 (+2.78%)
Traditional 401k – $281,979.93 (+5.63%)

Roth/Traditional % = 38.91% (tax free)

Total Retirement Nest Egg $591,666.18 (+11.22%)
Retirement Salary (4%) – $23,666.65

Monthly Contributions $2,056.74 (401k)
SP500 Performance +3.56%
My Monthly Investment Performance +4.92% (+1.36% vs SP500)
My Monthly Individual Stocks Performance +4.97% (+1.41% vs SP500)

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