Retirement Nestegg Report September 2016

Retirement Nestegg Report September 2016

Taxable Account- $43,689.79 (-3.71%)
Private Stock $60,000 (+0.00%)
Traditional Rollover IRA – $31,038.00 (-3.99%)
My Roth IRA – $147,529.06 (-1.26%)
Wife Roth IRA – $81,598.29 (-1.29%)
Traditional 401k – $288,999.95 (+1.31%)

Roth/Traditional % = 35.43% (tax free)

Total Retirement Nest Egg $652,855.09(-0.33%)
Retirement Salary (4%) – $26,114

Monthly Contributions $1,371.16 (401k)
SP500 Performance -0.12%
My Monthly Investment Performance -0.54% (-0.42% vs SP500)
My Monthly Individual Stocks Performance -1.91% (-1.79% vs SP500)

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