Interim Retirement Nestegg Report – I broke $700,000
Well this is more like it. Only 5 months after surpassing the $600k mark I have now surpassed the $700k mark. Part of this is cheating due to the fact that I now include some private stock that was not previously included in my 600k report, but I will take it. It is also interesting that the DOW broke 20,000 for the first time today and the first time I broke $100,000 the DOW was at 10,000 so while the DOW has doubled in size my retirement nestegg has septupled in size. Given the size of my nestegg and the size of my contributions I should now expect to be breaking threw new $100k barriers at least once a year in up years going forward and it will only get easier from there.
Taxable Account – $47,266.28
Private Stock – $60,000
Traditional Rollover IRA – $30,426.88
My Roth IRA – $162,737.58
Wife Roth IRA – $92,116.91
Traditional 401k – $309,917.66
Total Retirement Nestegg – $702,465.31
$100,000 NestEgg Milestones
Date | DOW Jones Value | MFJ Nestegg |
Oct 2008 | 10,000 | $ 69,300 |
Oct 2009 | 10,000 (+0%) | $100,000 (+44%) |
Feb 2012 | 13,000 (+30%) | $200,000 (+100%) |
Jul 2013 | 15,423 (+19%) | $300,000 (+50%) |
Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) |
April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) |
August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) |
January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) |