July Investment Income

My July investment income rose to $29.44 from $27.69 the month before.  This is pretty good since I was only able to contribute $100 to my Roth IRA.  Most of the gain from the mutual fund in my Roth IRA rebounding a little and receiving the employer match on my small 401k.  Since I’m quitting my job I won’t have a 401k much longer.  I plan to do a rollover to my Roth IRA.  The nice thing about my 401k is that my contributions and the employer match are immediately 100% vested.

Disclaimer:This is not my actual investment income. To get this figure I first add up my retirement accounts, emergency fund, and any other money I consider permanent savings.  What the total of my savings would earn at 6% interest for a month is my monthly investment income.

Leave a Reply