March 1st, 2024 at 04:08 pm
It was an exciting month for net worth! NT got an inheritance from his grandma that enabled us to pay off our HELOC ($30K), I checked our rental property value and it's currently $30K higher than I had it valued at, we paid off another $2K or so of mortgage principal, and our retirement accounts went up about $25K. All told, we gained nearly $89K in net worth and our assets are $1700 away from hitting $2 million!
| Assets |
|
|
|
| NT's UK pensions: |
|
|
|
| AV1: 25,760 pounds (new number 22,000) |
$32,200 |
|
|
| SW: 31,522 pounds |
$39,403 |
|
|
| AV2: 7,401 pounds |
$9,251 |
|
|
| NT's trad. rollover IRA |
$119,016 |
|
|
| NT's Roth IRA |
$79,471 |
|
|
| NT's SEP IRA |
$6,768 |
|
|
| NT's AAC acct |
$2,136 |
|
|
| AS's trad. rollover IRA |
$29,809 |
|
|
| AS's Roth IRA |
$111,045 |
|
|
| AS's SEP IRA |
$80,030 |
|
|
| AS's Nevada acct (approx amt) |
$380 |
|
|
| CJ's trad. rollover IRA |
$258,057 |
|
|
| CJ's Roth IRA |
$85,823 |
|
|
| CJ/NT/AS house ($630,000 value -6%) |
$592,200 |
|
|
| CJ/NT/AS rental property ($588,000 value -6%) |
$552,720 |
|
|
| TOTAL ASSETS |
$1,998,309 |
retirement only: |
$853,389 |
| |
|
|
|
| Debt |
|
|
|
| Main mortgage |
$340,390 |
|
|
| Rental property mortgage |
$383,191 |
|
|
| Loan from friends (main house) |
$9,000 |
|
|
| TOTAL DEBT |
$732,581 |
|
|
| |
|
|
|
| Current Estimated Net Worth February 2024 |
$1,265,728 |
|
|
| |
|
|
|
| January 2024 estimate: |
$1,176,784 |
|
|
| |
|
|
|
| Change in net worth |
$88,944 |
|
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Posted in
Tracking Net Worth
|
3 Comments »
March 2nd, 2024 at 02:50 pm 1709391056
March 4th, 2024 at 09:44 pm 1709588678
March 4th, 2024 at 11:17 pm 1709594221