Retirement Nestegg Report September 2017

Retirement Nestegg Report September 2017

Not a great month for my investing performance, but another all-time new high for my retirement nestegg report. As I mentioned in my last report my wife is now working so not only do we have two incomes but she also has some sort of teacher retirement account that I will have to add to this report at some point. I believe we only get to see it’s value like once a year and there is no way to view it online so maybe it will be easier to pretend it does not exist.

Taxable Account- $47,700.66 (-1.44%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $24,343.02 (+0.03%)
My Roth IRA – $177,349.89 (+0.24%)
Wife Roth IRA – $116,012.44(+0.39%)
Traditional 401k – $376,020.05 (+3.49%)

Roth/Traditional % = 36.46% (tax free)

Total Retirement Nest Egg $804,526.06 (0.75%)
Retirement Salary (4%) $31,666

Monthly Contributions $1686.53 (401k)
SP500 Performance +1.93%
My Monthly Investment Performance +1.41% (-0.52% vs SP500)
My Monthly Individual Stocks Performance +0.05% (-1.88% vs SP500)

Comments are closed.