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Home > Archive: November, 2014

Archive for November, 2014

October 2014 - Ongoing Retirement Accounts Consolidation

November 4th, 2014 at 03:42 pm

Cash & Savings: $89,363 => $108,275 (21.16%)
Foreign Currency: $37,839 => $37,901 (0.16%)
Domestic Brokerage: $284,548 => $278,505 (-2.12%)
Int'l Brokerage: $234,289 => $235,132 (0.36%)
401(k): $131,339 => $2,436 (-98.15%)
Rollover IRA: $42,240 > $175,749 (315.07%)
Roth IRA: $106,338 => $109,212 (2.7%)
Total Assets: $926,016 => $947,210 (2.29%)

In October I rolled over my old 401(k) into the Roller IRA account then the money for the new 401(k) account finally arrived so if you just look at the % then you will think there is a wild ride when in fact it’s just an increase of a few thousand dollars in my combined retirement accounts.

One thing that I wasn’t able to do when the rollover occurred, however, is that I did it when the Dow was down by over 200 points so I didn’t sell any funds in the old 401(k) account. Now that the market has stabilized I need to organize my Roller IRA account with the end goal of having fewer funds and with the allocation that fits my investment goal.

Also I decided to put funds in my charitable account into the ‘Cash & Savings’ category since it’s money I can only use for charitable donation.