Deposits Grew To:
11/22/06 2000 9870.12 <== Into Coverdell Education Savings Account for Child #1
04/12/07 4000 18073.09 <== Into Roth IRA for Spouse
04/12/07 4000 18073.09 <== Into Roth IRA for Me
06/26/07 2000 8622.23 <== Into Coverdell Education Savings Account for Child #1
01/02/08 4000 15311.32 <== Into Roth IRA for Me
01/02/08 4000 15311.32 <== Into Roth IRA for Spouse
05/28/08 5000 17457.09 <== Into Roth IRA for Me
05/28/08 5000 17457.09 <== Into Roth IRA for Spouse
06/10/08 2000 6926.26 <== Into Coverdell Education Savings Account for Child #1
02/24/11 3000 5595.09 <== Into Roth IRA for Spouse
08/01/11 5000 8447.25 <== Into Roth IRA for Me
09/23/11 2500 4085.84 <== Into Roth IRA for Spouse
10/17/11 500 804.99 <== Into Roth IRA for Spouse
01/17/12 25056.11 38082.87 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -15959.39 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -15974.56 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 2960.95 <== Into Roth IRA for Spouse
11/05/12 -2000 -2530.56 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 2458.75 <== Into Roth IRA for Spouse
01/09/13 1500 1822.27 <== Into Roth IRA for Spouse
01/24/13 1500 1805.24 <== Into Roth IRA for Spouse
01/25/13 97745.61 117562.88 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 1773.89 <== Into Roth IRA for Me
03/04/13 2000 2348.96 <== Into Roth IRA for Me
03/20/13 1500 1744.17 <== Into Roth IRA for Me
03/20/13 3000 3488.34 <== Into Roth IRA for Me
08/30/13 2000 2100.04 <== Into Roth IRA for Me
09/04/13 1000 1046.74 <== Into Roth IRA for Spouse
09/12/13 1500 1562.27 <== Into Roth IRA for Spouse
09/26/13 500 516.21 <== Into Roth IRA for Me
09/27/13 2000 2063.57 <== Into Roth IRA for Spouse
10/28/13 1000 1011.96 <== Into Roth IRA for Spouse
11/08/13 2000 2010.04 <== Into Coverdell Education Savings Account for Child #2
Today's Date: 11/16/13
ROI (annual %): 25.66
Final Balance: 295929.41
Had I invested all the above deposits into a bond returning 25.66% per year, we would have a balance of $295,929.41 today.
The following image summarizes my family's brokerage account balances totaling $295,975.42:
You can review my October 19, 2013 post to verify the above data through October 19, 2013. The following six images show all my deposits since then:
The following five images show the balances in all six brokerage accounts:
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