Interim Retirement Nestegg Report $1.2M
Well it took 8 months to hit my next 100k milestone this time, but today my retirement nestegg hit a valuation of $1.2M. Despite the really good market performance my nestegg has actually grown slower the last two milestones than it did the previous 4 milestones. I actually went ahead and added a new column to my table to track the time between milestones.
Part of this is probably because I am not contributing nearly as much to my retirement accounts these days. Previously I was doing a little bit more of the heavy lifting and now I’m sort of doing the bare minimum and letting the nestegg do the heavy lifting on it’s own.
Despite this I expect we should have a new record between milestones coming up here in the future. In fact at some point in the future I expect to be writing two of these types of reports in the same month!
Taxable Account- $66,591.53
Private Stock $72,000
Traditional Rollover IRA – $43,223.63
My Roth IRA – $294,222.91
Wife Roth IRA – $187,810.82
Wife 401k – $4,663.90
Traditional 401k – $544,146.32
Roth/Traditional % = 39.75% (tax free)
Total Retirement Nest Egg $1,212,659.11
Retirement Salary (4%) $48,506
$100,000 NestEgg Milestones
Date | DOW Jones Value | MFJ Nestegg | Time to Achieve |
Oct 2008 | 10,000 | $ 69,300 | 29 years 2 months |
Oct 2009 | 10,000 (+0%) | $100,000 (+44%) | 30 years 2 months |
Feb 2012 | 13,000 (+30%) | $200,000 (+100%) | 2 years 5 months |
Jul 2013 | 15,423 (+19%) | $300,000 (+50%) | 1 years 5 months |
Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) | 7 months |
April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) | 1 year 2 months |
August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) | 1 year 4 months |
January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) | 5 months |
June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) | 5 months |
January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) | 7 months |
May 2018 | $24,667.78(-3.21%) | $1,000,000 (+11.1%) | 4 months |
April 2019 | $26,234.34 (+2.94%) | $1,100,000 (+10.0%) | 11 months |
December 2019 | $28,331.20 (+7.99%) | $1,200,000 (+9.1%) | 8 months |