July 1st, 2024 at 12:22 am
Still waiting to see what the fallout is from our car accident lawsuit, but at least the markets had another good month. Part of me was wondering if there would be a big drop and right away pull CoastFIRE out from under us just when we hit it LOL, so I'm glad that didn't happen. Hopefully it never will, but we'll see!
| 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 |
$124,632 |
|
|
| NT's Roth IRA |
$83,242 |
|
|
| NT's SEP IRA |
$7,107 |
|
|
| NT's AAC acct |
$4,091 |
|
|
| AS's trad. rollover IRA |
$31,191 |
|
|
| AS's Roth IRA |
$116,603 |
|
|
| AS's SEP IRA |
$83,827 |
|
|
| AS's Nevada acct (approx amt) |
$380 |
|
|
| CJ's trad. rollover IRA |
$268,506 |
|
|
| CJ's Roth IRA |
$89,895 |
|
|
| CJ/NT/AS house ($643,000 value -6%) |
$604,420 |
|
|
| CJ/NT/AS rental property ($599,000 value -6%) |
$563,060 |
|
|
| TOTAL ASSETS |
$2,057,808 |
retirement only: |
$890,328 |
| |
|
|
|
| Debt |
|
|
|
| Main mortgage |
$336,795 |
|
|
| Rental property mortgage |
$380,693 |
|
|
| Loan from friends (main house) |
$9,000 |
|
|
| TOTAL DEBT |
$726,488 |
|
|
| |
|
|
|
| Current Estimated Net Worth June 2024 |
$1,331,320 |
|
|
| |
|
|
|
| May 2024 estimate: |
$1,318,110 |
|
|
| |
|
|
|
| Change in net worth |
$13,210 |
|
|
| Current invested assets |
$890,328 |
| Coast FIRE number at current age |
$882,871 |
Posted in
Tracking Net Worth
|
2 Comments »
July 1st, 2024 at 08:48 pm 1719863328
July 1st, 2024 at 11:17 pm 1719872264