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Month: September 2006

September 2006 – Retirement NestEgg Report

September 2006 – Retirement NestEgg Report

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Well it’s the first time in a while all of my accounts were going in the right direction for the month. I also surpassed the $40,000 mark this month for the first time. While it’s not exactly a milestone it’s kind of nice to see the progress. Also my investments repassed my principal invested, which means I actually made some money on my investments as a whole 🙂

My Roth IRA – $10,634.49 (+4.37%)
Wife Roth IRA – $11,701.88 (+0.77%)
Traditional 401K – $10,843.17 (+1.44%)
Roth 401K – $6,915.85 (+14.46%)

Total Retirement Nest Egg $40,095.39 (+4.05%)

My other $100,000 by Age 30 goal

My other $100,000 by Age 30 goal

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Kind of funny that even before I knew what the heck I was doing as far as actually have a job or planning out my retirement, I’ve always one financial goal for myself that I’ve kept in the back of my mind, but never put it down on paper err keystrokes and I think I’ve only shared it with one other person. I’ve never really been one to set goals for myself and goals such as saving $100,000 in principal by age 30 for retirement have come as a result of creating this blog and me looking for an excuse to have goals just like all the other bloggers had.

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August 2006 – Retirement NestEgg Report

August 2006 – Retirement NestEgg Report

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Increased my retirement nestegg about $1k this month, mainly due to contributions to my Roth 401k. Kind of boring, just like it should be.
My Roth IRA – $10,189.68 (-1.23%)
Wife Roth IRA – $11,613.00 (+1.10%)
Traditional 401K – $10,689.42 (+2.01%)
Roth 401K – $6,042.02 (+16.87%)
Total Retirement Nest Egg $38,534.12 (+2.89%)