Got to finish it. Makes a full seven years. Could have finished better, but 1, I wasn't paying attention, and 2, I
didn't hold out for best prices on the income side, I just wanted it set up.
Growth IRA for kids: $371,837.06
Income IRA to fund grandkids: $607,894.69
Dec. withdrawals: $24,472 ( from statement. I come up with $25,985 )
Total: $1,004,203
Since switch from divs, I thought would be needed in retirement.
S&P 12/31/2018 to end Dec 2025. per S&P 500 Return Calculator, with Dividend Reinvestment
My IRA 12/31/2018 to end Dec. 2025: $278,537/ $1,004,203.
Since 12/31/2018 switch: S&P 197.76% My IRA 260.52%.
S+P / My IRA
154.98% / 211.16% End January 2025 +56.18%
143.89% / 177.71% End March 2025 +33.82%
156.71% / 220.11% End May 2025 +63.4%
171.04% / 249.43% End July 2025 +78.39
176.82% / 246.70% End August 2025 +69.88
184.87% / 252.36% End Sept. 2025 +67.49
190.72% / 265.49% End Oct. 2025 +$74.77
191.16% / 265.26% End Nov. 2025 +$74.1%
197.76% / 260.52% End Dec. 2025 +62.76 |
