Interim Retirement Nestegg Report $1.1M

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%)