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Month: May 2009

Retirement Nestegg Report – April 2009

Retirement Nestegg Report – April 2009

Well not quite as good of month as last month, but pretty darn good. I guess I will take 17 or 18% gains every month. I’m really going to be disappointed when things return to normal and I’m not having 15% swings in either direction each month. The last 2 years in the stock market sure has been a lot of fun!

One thing I will mention in this months report is that I pretty much have all but abandoned making my $100,000 by Age 30 goal. It was within my grasp, but I made a conscious decision late last year to start saving up for a new house and that has trumped my retirement saving here in the short-term. I still will come close by my 30ths birthday ($90k+), but am afraid I will not actually meet my original goal and I am ok with that.

Anyway here is the report.

Traditional Rollover IRA – $9,440.31 (+15.79%)
My Roth IRA – $ 26,509.50 (+22.32%)
Wife Roth IRA – $13,932.31 (+18.91%)
Current Traditional 401k – $27,418.91 (+13.32%)

Roth/Traditional % = 52.32% (tax free)

Total Retirement Nest Egg $77,301.03 (+17.56%)