Saturday, September 11, 2010

Retirement Update

End of 2009 Balance: $26,529.33 | Current 2010 Balance: $31,119.68
Additional Contributions since 2009: $4,438.55
Growth: $401.80 (2.53%)

Discontinued 401a Account: Makes up 2.92 % of my Retirement
$908.70/$898.62 invested. (New contributions suspended.) Bond Fund

Discontinued 457 Account: Makes up 3.32% of my Retirement
$1,034.25 (Earns pennies a week and I can’t move the $$$$ until I quit.)

ING DIRECT CD Roth IRA: Makes up 54.78% of my portfolio
$17,046.49/$16,750.00
Up 1.77% from inception +$296.49

Pension: Approximately 38.18% of my portfolio
If I quit tomorrow, I’d just have the cash in the account (earning an automatic 6% until withdrawn).

Total: $11,880.24

$2,800.23 (What I’ve put in out of my paychecks) 424.25% 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 having $33.06 deducted from each paycheck for a while….

No comments:

Post a Comment