Retirement Nestegg Report – November 2014

Retirement Nestegg Report – November 2014

Another all time high for my retirement nestegg and my investments outperformed the SP500 index this month. In addition I have finally bumped up my 401k contribution starting this month to due a little catchup before the end of the year. I have been horribly lacking in this category only contributing 5% of my salary the last 4-5 years as we turbocharged our house/land purchasing funds. I look forward to maxing out my 401k in 2015 for the first time in what seems forever.

In addition I will be adding child #5 in 2015. It was kind of unexpected surprise and I’m convinced my wife just never wants to have to get a job so keeps spitting out kids every time it looks like we might finally go to two incomes.

Taxable Account – $6,448.08 (+7.53%)
Traditional Rollover IRA – $35,209.52 (+8.31%)
My Roth IRA – $119,994.16 (+4.11%)
Wife Roth IRA – $71,031.80 (+4.82%)
Traditional 401k – $207,920.90 (+2.65%)

Roth/Traditional % = 43.39% (tax free)

Total Retirement Nest Egg $440,604.46 (+3.89%)
Retirement Salary (4%) – $17,624.18

Monthly Contributions $1,601.98 (401k)
SPY Performance 2.45%
My Monthly Investment Performance +3.52% (+1.07% vs SP500)
My Monthly Individual Stocks Performance +5.03% (+2.58% vs SP500)

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