The run continues - another 100k milestone just 7 months after my last milestone and what’s even crazier to me is that my nestegg has increased in value more than $43,000 in just 8 trading days in 2018 with no contributions! The next milestone will be kind of a special one as I will officially reach the double comma club and at current trend/pace will potentially reach it quite a bit ahead of my original planned schedule of getting there before age 40.
Taxable Account- $52,395.00
Private Stock $63,100
Traditional Rollover IRA - $29,326.93
My Roth IRA – $208,716.50
Wife Roth IRA – $129,780.78
Traditional 401k – $416,691.54
Roth/Traditional % = 37.61% (tax free)
Total Retirement Nest Egg $900,010.75
Retirement Salary (4%) $36,000
$100,000 NestEgg Milestones
| Date | DOW Jones Value | MFJ Nestegg |
| Oct 2008 | 10,000 | $ 69,300 |
| Oct 2009 | 10,000 (+0%) | $100,000 (+44%) |
| Feb 2012 | 13,000 (+30%) | $200,000 (+100%) |
| Jul 2013 | 15,423 (+19%) | $300,000 (+50%) |
| Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) |
| April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) |
| August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) |
| January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) |
| June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) |
| January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) |