Interim Retirement Nestegg Report $1.1M
Well it took a bit longer to hit this milestone than maybe I expected. In fact it this was the longest between 100k milestones since I went from $500k to 600k. At this point in my nest egg’s life the market is much more in control of that than I am so I shouldn’t get too worked up about how fast or slow I hit milestones. The work has been done and now I’m just the captain of a big growing ship with tiny rudder which I guess was the whole point.
Taxable Account- $57,861.00
Private Stock $72,000
Traditional Rollover IRA – 41,307.01
My Roth IRA – $270,628.96
Wife Roth IRA – $170,661.10
Wife 401k – $4,169.32
Traditional 401k – $483,562.00
Roth/Traditional % = 40.11% (tax free)
Total Retirement Nest Egg $1,100,189.39
Retirement Salary (4%) $44,000
$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%) |
| January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) |
| May 2018 | $24,667.78(-3.21%) | $1,000,000 (+11.1%) |
| April 2019 | $26,234.34 (+2.94%) | $1,100,000 (+10.0%) |