Interim Retirement Nestegg Report – I broke $800,000
Well another 5 months and another $100,000 added to my retirement nestegg. To be honest I’m a little dumbfounded how fast my nestegg is growing and the best part is it is almost entirely by market gains with no effort on my part. In fact since I wrote our monthly report exactly one week ago my portfolio has added another $16,000. I’m not expecting it to continue but at this pace the double comma club isn’t to far off and I am well ahead of my projections to hit a $1M nestegg by age 40.
Taxable Account- $53,154.14
Private Stock $63,100
Traditional Rollover IRA – $29,903.60
My Roth IRA – $185,147.52
Wife Roth IRA – $116,792.26
Traditional 401k – $352,140.20
Roth/Traditional % = 37.73% (tax free)
Total Retirement Nest Egg $800,237.72
Retirement Salary (4%) $32,009
$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%) |
| June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) |