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Home > May 2016 net worth update

May 2016 net worth update

May 31st, 2016 at 09:51 pm

NT's UK pensions:
#1: 17,105 pounds ($27,368)
#2: 20,501 pounds ($32,801)
#3: 4,452 pounds ($7,123)
NT's 401(k): $42,311
NT's Roth IRA: $9,932
AS's trad. IRA: $15,051
AS's Roth IRA: $25,950
AS's SEP IRA: $8,315
CJ's 401(k): $87,425
CJ's Roth IRA: $13,025
NT's flat: 180,000 pounds ($288,000)
CJ/NT/AS house: $440,000
Total Assets: $997,301

Total Debt: $477,825

Current Estimated Net Worth: $519,476

April 2016 estimate: $515,079

Change in net worth: +$4,397

Summary: Pretty much a repeat of last month: The market had a (very) modest gain, so our net worth went up. I also put a bit toward AS's SEP IRA. I can't wait until we start contributing to our Roths again, so we can hopefully top a million in assets yet this year!

Notes on the numbers above: House value estimates are approximate. I don't have a way to check NT's UK pensions or flat value, so their values stay static for the purpose of this update (unless I happen to get some info by chance). UK asset values and debt amounts are calculated figuring $1.60 for every British pound.

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