This was first year I tracked each account, it's value, it's contributions and performance. My 2007 year return was 6.96%.
Ending values for 2007.
Roth IRA me 7.7% return; value $29,133
Rollover IRA-me -2%, value $70,333
401k me 6.7% return; value $41,202
Roth IRA-wife -.88%, value $1,982
Rollover IRA-wife 9.50% return; value $6,870
401k-wife 24.66% return; value $14,165
savings account-both $4000
deposits for 2007:
$4000 savings (this started the EF for us)
my 401k $8575
my Roth $4000
wife's 401k $4338
wife's Roth $2000
We have already added $2400 to savings for 2008. We have already contributed to my Roth for 2008, wife is contributiing prior year to her Roth for Jan-Feb-Mar-April.
Tracking progress
January 11th, 2008 at 10:45 am