Retirement Nestegg Report October 2016

Retirement Nestegg Report October 2016

Taxable Account- $41,179.18 (-5.75%)
Private Stock $60,000 (+0.00%)
Traditional Rollover IRA – $28,325.27 (-8.74%)
My Roth IRA – $145,046.18 (-1.68%)
Wife Roth IRA – $82,327.47 (+0.89%)
Traditional 401k – $282,527.68 (-2.24%)

Roth/Traditional % = 35.43% (tax free)

Total Retirement Nest Egg $639,405.78(-2.06%)
Retirement Salary (4%) – $25,576

Monthly Contributions $1,371.16 (401k)
SP500 Performance -1.94%
My Monthly Investment Performance -2.27% (-0.33% vs SP500)
My Monthly Individual Stocks Performance -2.30% (-0.36% vs SP500)

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