April 2006 – Retirement Nestegg Report
This month wasn’t spectacular, but most of my accounts were on the positive side and my overall retirement nestegg grew by 1.6%, which if that happens every month going forward I will be a very happy man.
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March 2006 – Retirement Nest Egg Report
This month was actually another pretty good month for me. Individually I made up a ton of ground on my wife in my Roth IRA account. Before last month she was nearly $600 a head of me in her Roth IRA account, but after strong showing by SHFL and HWAY last month I’m now within $100 of her. Also realized a made a mistake on my Traditional 401k account balance last month as my 401k provider lumps the two together and I forgot to subtract out my Roth 401k to get my Traditional 401k, so I overstated that value $606.23 last month….oops. Anyway here are my monthly totals, it’s great to see that number growing and growing each and every month. Just 3 months ago I was only at $24k!
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Feb 2006 – Retirement NestEgg Report
Seeing as how I solidified my $100,000 by Age 30 Goal and seeing as how the goal is based simply on contributions alone, I think I will release a separate post each month detailing the process on that goal as the numbers will be different than Net Worth Report. I’m also contemplating changing the name of my “Net Worth Report” to “Retirement Nest Egg Report” as I think that better describes what I am tracking.
Jan 2006 – Net Worth Report
Well I made some pretty good progress this month. Most of it was due to making a $4,000 contribution to my Roth IRA account. I haven’t deposited my wife’s $4k yet because I wasn’t exactly sure what my cash flow situation was coming off of Christmas/My Wife’s birthday(piano) and I honestly have no idea what taxes are going to be like this year, so I decided to play it safe and hold onto it for a month or two as a cushion so our cash reserves don’t get too low.
December 2005 Net Worth Calculation
Note: Hopefully this will get prettier as time goes on
Traditional 401k Account Balance = $10,147.11
Roth 401k Balance = $0
My Roth IRA = $6763.21
Wife’s Roth IRA = $7706.61
Net Worth = $24,616.93