Retirement Nestegg Report – June 2012

Retirement Nestegg Report – June 2012

Traditional Rollover IRA – $16,083.72 (+0.90%)
My Roth IRA – $54,310.82 (+1.71%)
Wife Roth IRA – $28,788.40 (+3.09%)
Traditional 401k – $107,748.14 (+3.93%)

Roth/Traditional % = 40.16% (tax free)

Total Retirement Nest Egg $206,931.08 (+2.98%)

Monthly Contributions $715.28 (401k)
SPY Performance +3.64%
My Monthly Investment Performance +2.63% (-1.01%)
My Monthly Individual Stocks Performance +1.98% (-1.66%)

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