Retirement Nestegg Report – May 2007
Heh – another great month for my retirement nest egg. Up over 7% this month and creeping up on the $60,000 mark. It’s amazing how fast your accounts grow when you make regular contributions and just let the magic of the stock market do its thing. It’s been an amazingly long run of stellar stock market returns. In fact I think the last 5 years have been one of the longest consistent bull runs ever. Guess that means odds of things heading south for a bit are slightly higher.
Also sorry for my lack of posting lately. Same thing happened last year and this time of year I just have so much outside of work going on that I sort of put financials and computer time on the back burner for golf, trips up north, softball, chasing kids outside, etc. That and I’m tricking myself into thinking I am going to get back into shape and lose a few pounds (I’ll likely do about 8 pushups 2 days in a row and go back to my normal schedule). I’m not giving up on this blog and will at an absolute minimum update my financial reports each month and throw a post or two in. Things will pick back up in the fall and by the time winter hits I’ll likely be posting close to every day again. Anyway here are the numbers.
My Roth IRA – $12,306.13 (+10.45%)
Wife Roth IRA – $15,171.08 (+2.54%)
Old Employer Traditional 401K – $12,924.08 (+3.84%)
Old Employer Roth 401K – $14,062.50 (+3.97%)
Current Traditional 401k – $4,572.97 (+43.08%)
Roth/Traditional % = 70.36% (tax free)
Total Retirement Nest Egg $59,037.06 (+7.14%)