Retirement Nestegg Report – September 2015

Retirement Nestegg Report – September 2015

Taxable Account – $22,033.72 (-3.26%)
Traditional Rollover IRA – $35,791.96 (-3.64%)
My Roth IRA – $148,510.84 (-2.87%)
Wife Roth IRA – $81,413.76 (-3.63%)
Traditional 401k – $222,077.53 (-2.33%)

Roth/Traditional % = 45.24% (tax free)

Total Retirement Nest Egg $509,827.81 (-2.83%)
Retirement Salary (4%) – $20,393.1124

Monthly Contributions $1,716.64 (401k)
SP500 Performance -2.71%
My Monthly Investment Performance -3.16% (-0.45% vs SP500)
My Monthly Individual Stocks Performance -3.21% (-0.50% vs SP500)

  • A rough month for the markets for sure, but congrats on getting over the $20k mark for your retirement salary!

  • MFJ

    Thanks Brian!

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