retireby50's Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $9,468 $1,536 19.36%
Stocks $6,905 $291 4.40%
Bonds $0 - -
Annuities $0 - -
Retirement $535,940 $24,451 4.78%
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $4,914 $401 8.89%
$562,227 $26,679 4.98%
 
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 $562,227 $26,679 4.98%
*All values shown in USD ($)
Notes:
With all the stock transactions, my tax bill is nearly $10k. Worked with my tax advisor to make the payment by mid April, which will be completed.

As much as it does suck, I do appreciate that I can withdraw from my Roth IRA (contributions only) without any penalties.

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