Home > Retirement and Net Worth Wrap Up for 2023

Retirement and Net Worth Wrap Up for 2023

January 1st, 2024 at 06:48 am

Final numbers:

$129,758.76 401K

+$13,909.91 IRA


$143,668.67 Total Retirement Accounts

These last two weeks increased net worth by $3,464.93, a litte over half of that was contributions.  The IRA needs to gain about a few more dollars to reach where it was before Biden year 2 started.  Biden year 3 has had two really solid quarters, one free fall quarter (second quarter), and one amazing quarter (last quarter).  It puts the 3 year rate of return at 6.5% which is not so good, but for this year the IRA is at 21.62% and the 401K is at 17.21%.  Of course there was $37,484.08 of contributions between DH and his work put in that counts into that, so I'm not sure how accurate that makes the percentage on that one, but the IRA had no contributions.

New net worth is $238,973.61.

$11,026.39 to go and we are quarter millionaires.

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