Retirement Perspectives

End of 2009 Balance: $26,529.33 | Current 2010 Balance: $30,640.99
Additional Contributions since 2009: $3,960.71
Growth: $150.96 (0.95%)

Discontinued 401a Account: Makes up 3.08 % of my Retirement
$944.59/$898.62 invested. (Target Date 2040 account)

Discontinued 457 Account: Makes up 3.57% of my Retirement
$1,033.91 (Earns pennies a week and I can’t move the $$$$ until I quit.)

ING DIRECT CD Roth IRA: Makes up 11.78% of my portfolio
$3,500.00 Invested| Worth $3,610.48
Up 3.16% from inception +$110.48

ShareBuilder Roth IRA Approximately 43.73% of my portfolio
Contributions: $13,250.00
Worth $13,399.50 | UP 1.13% since inception… +$149.50
--------IDSLX $2,253.40| I have 267.307 Shares
--------ARDVX $2,245.97 | 257.565 Shares
--------Money Market Cash: $8400.13
--------$$ I haven’t deposited into the account yet: $500.00

Sold off most of IDSLX this week so I can move the funds to a Roth IRA at Vanguard. I’m hoping the market will stay stable this week so I can sell off the rest of it, and then sell off ARDVX and then initiate the transfer to Vanguard.

Pension: Approximately 38.03% of my portfolio
If I quit tomorrow, I’d just have the cash in the account (earning an automatic 6% until withdrawn).

Total: $11,652.40

$2,572.39 (What I’ve put in out of my paychecks) 452.98% Return from inception.

• I’m currently buying additional time in my retirement accounts from when I was 16-18 years of age (Cal PERS service prior to membership). It’s less than a year’s worth of service credit, but I’ll be paying $33.06 for 23 more installments.