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About Me:

Lucky Robin

I live, write, and garden in the PNW with my husband of 30 years, disabled daughter, autistic son, and my 85-year-old mother. We have paid off $250,000.00 worth of debt (if you include the interest) in the last fifteen years and as of 6/12/2020 are 100% DEBT FREE!!!!

Retirement: $217,060.60

Emergency Fund: $1010.00

Net Worth: $318,060.60

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Date Started: Apr 9, 2006
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Home > Retirement Update

Retirement Update

July 3rd, 2020 at 10:42 pm

We are finally starting to pull ahead again on retirement. It's not by much, $162.44, but we are getting there. The IRA still needs to recover just under $500, but we are ahead on the 401K. If I just get through this year without losses I will feel like it is some kind of major accomplishment.

$22,981.37 401K Balance
+_9,523.26 IRA Balance
--------------
$32,504.29 Total Retirement Balance

DH has also become vested on a portion of his company stock. I am not allowed to say the amount, though. There is a non-disclosure agreement on not discussing what the stock is worth. But I am happy about it. If DH stays there for the next 22 years, I will be over the moon with it, assuming nothing happens to the company to devalue it. He will continue to earn percentages of shares the longer he works there. It takes five years to become fully vested.

Posted in Retirement | 2 Comments »

2 Responses to “Retirement Update”

Carol Says:
July 3rd, 2020 at 11:47 pm 1593820071
1593820071

After a while you might want to look into selling some of the stock to invest in something much more diversified. ( especially since if things go well, he will be getting more as time goes on.)
Lucky Robin Says:
July 4th, 2020 at 01:25 am 1593825911
1593825911

We can't. You can only sell it back to the company at retirement or upon quitting the company. Private stock has different rules.

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Lucky Robin's Personal Finance Blog

I Got Rid of Massive Debt

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