Fidelity Taxable - $6,151.99(+2.09%)
Taxable Account- $365,281.89(+10.11%)
Private Stock $82,500(+0.00%)
Traditional Rollover IRA - $114,856.07(-1.13%)
My Roth IRA – $1,075,403.21(+6.39%)
Wife Roth IRA – $556,011.00(+4.63%)
Wife 401k - $5,555.36(-0.39%)
Traditional 401k – $682,218.00(+0.73%)
Roth/(Traditional+Taxable) % = 56.49% (tax free)
Total Retirement Nest Egg $2,887,977.52(+11.45%)
Retirement Salary (4%) $115,519
Monthly Contributions $933.84(401k)
SP500 Performance -1.11%
My Monthly Investment Performance +4.55%
My Monthly Individual Stocks Performance +6.10%