sustainablesavings' Net Worth for January 2016


Assets Value Change ($) Change (%)
Cash $40,111 ($11,283) (21.95%)
Stocks $127,810 ($7,702) (5.68%)
Bonds $0 - -
Annuities $0 - -
Retirement $361,771 ($9,837) (2.65%)
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $47,554 ($1,884) (3.81%)
$577,246 ($30,706) (5.05%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $577,246 ($30,706) (5.05%)
*All values shown in USD ($)
Notes:
A little freefall there for ya. Moved $11K of cash to max out my IRA and DH's IRA. Going with traditional instead of Roth this year, to keep that stash balance at good mix of taxable and non-taxable amounts when it comes out. Also, recharacterizing 2015 Roth IRA to traditional for the tax break. Put the IRA contribution in on 1/6, but kept it in money market funds until later in the month. Winning? IDK.

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