Thursday, August 7, 2014

Retirement Accounts (Update) - August 2014

For several years now, our retirement accounts have been growing at a decent pace...this year, however, the performance has been pretty anemic! I am still thankful that we are not losing money. But that is why our family has now decided to switch our focus towards building our Dividend Stocks Portfolio and P2P Lending Accounts so as to have optional income streams in retirement. Nevertheless, we will still continue to track these accounts as they are still part of our retirement plan.


Below is a quick update to show the current values of our retirement accounts as of August 1, 2014.  For a more comprehensive list of values (beginning January 2014) and details of these accounts, please visit the Retirement Accounts page on our blog.

August 1, 2014

Cash Value of Pension$202,796 ($2,001 increase from July total of $200,795)
Total value of 457K: $115,602 ($1,146 decrease from July total of $116,748)
Roth IRAs
Total value of Roth IRA accounts: $52,890 ($500 decrease from July total of  $53,390)
Overall, the month of July was a flat month as our retirement accounts increase $355 from the July 1, 2014 totals.  As it stands, the total amount of our retirement accounts is currently valued at: $371,288.
Click below to view retirement accounts page 



  1. AFFJ

    Good work! Dividend stocks portfolio in the taxable account could pick up a lot of slack.

    While having a solid growing retirement income and pension for safety

    1. That's the plan Dividend SWAN. :) Hoping to supplement roughly 25% of my retirement with dividends stocks. But wouldn't be opposed to more, just means I'll have more to pass on to future generations. :)

      Thanks for stopping wishes on your personal journey! AFFJ