401k Update (Self only)
Personally Contributed $11,710.92 YTD
Company Matched $4,391.84 YTD
TOTAL Contributions YTD: $16,102.76
Current Personal Retirement Balance Total (without Spouse) $141,464.07 (UP from $119,755.27 on Jan 10th)
Health SAVINGS UPDATE
H.S.A Cash Amount: $43.24
H.S.A Investigated Account: $1743.20
Y.S.A (H.S.A) Account: $1916.36
Health Savings Accounts Total: $3702.80
Non-Mortgage DEBT UPDATE:
CC B (0%) $6,281.41
CC P (0%) $2,171.38
CC W (0%) Furniture Purchase $1754.35
CC B (PIF Monthly) $48.48
CC AZ (PIF Monthly) $66.31
CC T (PIF Monthly) $208.44
SLUSH FUND SAVINGS UPDATE (to be used throughout the year as irregular expenses occur):
Facebook Kid Sales (sale & purchase of items for the 2 year old via yard and FB sales) $199.50
Facebook House Sales (sale & purchase of items for the house) $41.00
Clothing Fund: $60
2017 Gifts Fund $1271.00
2018 Gifts Fund $140.13 (all from free sources of income)
House Slush Fund $329.94
Home Upkeep $52.29
Medical Slush $93.26
Auto Slush $320.84
Membership Slush $52.48
2017 Gifts Fund $1271.00
Car Insurance Savings $195 (paid bi-yearly)
Joint Savings: $500.19
EF1 Savings: $13,000
EF2 Savings $3855.03
2018 Gifts Fund $587.23 (all from free sources of income)
Nephew UGMA Acct: $947.74
Daughter UGMA Acct: $300.01
Daughter 529: $752.81
CC Repayment: $184
Viewing the 'Retirement Accounts' Category
401k Update (Self only)
In 2016, I was able to contribute the following:
$14,747.02 My Contribution
$ 6,785.30 Employer Match
$21,532.32 TOTAL CONTRIBUTION in 2016
Because of increased contribution percentage, plus overtime, this is the best contribution amount I have had before and definitely the largest employer contribution amount! Woohoo!
Retirement update as of 12/8/16
$117,088.35 (not including my husband's 401k).
New Retirement Account Balances (without my husband's, which is about $60k at the moment)
HSA Balance: $$1,375.16
Last count, the retirement accounts total was $109,610.23 on 8/26
Today, its $110,054.89. I will take that!
Personal Retirement Accounts Total: $109,610.23
Spouse’s 401k $50,694.93
Little One’s Savings: (at age 1 year)
Kids Savings: $153.31
Home Fund: $500
Slush Fund: $626.50
Home Upkeep: $123.11
Auto Savings (just had a car repair): $60.60
Vacation Fund: $0.29
2016 Gifts Fund: $1583.40
Rental Property EFund: $223.96
Nephew Car Fund (partially funded by him) $782.08
H.S.A Medical Savings:
Pending ALT INCOME
Amazon Gift Cards: $15.00
CC Rewards $14.96
CC Rewards 2 $49.48
BING 1 455/475 for $5 Amazon Gift Card Goal
BING 2 354/525 for $5 Amazon Gift Card Goal
My Coke Rewards1 372/670 for $10 Gift Card
My Coke Rewards2 422/670 for $10 Gift Card
I have $107,362.92 in retirement accounts as of 7/29 not including DH's accounts!
I have been posting about being so close to the 100k goal. I have been within a few hundred dollars and checking every week.
I got paid today and usually wait until Monday to check, but because of Ceejay's post, I checked this morning and I officially have $100,660.76 in my retirement accounts (not including anything in my husbands!)
Had some small hits in my porfolio, so the large amount that went into my 401k over the weekend did not bring me above the 100k mark.
However, its pretty darn close! $99,549.83. I will take it!
Friday's payday contributions hit and I am now at $98,361.76! I am just so darn close!
Today was payday & my 401k contributions/match aren't showing in my account yet, but I am pretty happy to say that I am pretty close to meeting 100k in my personal retirement accounts (my husbands are not included).
IRA AF: $16,417.01
IRA JP1: $44,512.37
IRA JP2: $2,006.63
VG 401k: $33,983.48
SOOOO close I can taste it! Today's check includes $734.29 and match $275.36 will get me a little close. I can't wait to see that magic number!
AF 401k Rollover $16,075.90
JPM1 401k Rollover $43,610.12
JPM2 401k Rollover $1,951.46
Vanguard 401k $32,663.13
I have 31 hours of Overtime in this paycheck. I am happy to say that it increases my 401k contribution by $222.21 and increases the company match by $95.24. This is an extra $317 towards the 401k!
Latest Update of retirement accounts without husband's.
IRA AM: $16,196.94
IRA JP1 $44,835.77
IRA JP2 $2072.85
I have been bitten by the bug - I joined PersonalCapital. Its something I have seen a lot of recently on the personal finance sites. I am utilizing it mainly for retirement tracking & am so far loving it.
I FINALLY got the new info for my husband's 401k, so I can track his as well as mine again
IRA Rollover: $16,107.64
IRA Rollover 2: $44,739.96
IRA Rollover 3: $2190.45
My 401k $20,225.07
Husband's 401k $40,978.14
TOTAL Retirement Accounts: $124,241.26
I am looking to increase my HSA next year & hope to invest through that account as well!
Friday's Paycheck added $410.64 to my 401k, plus $205.32 Company Match, for a total of $615.96.
There were some slight losses in my Retirement accounts from the last pay period, so my overall Retirement Investments actually slightly decreased.
Previously, balances totaled $84,304.42.
New Balances Total: $84,257.33