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Annual vs. Monthly IRA Contribution Experiment – April 2014 Update

May 27, 2014 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment April 2014 Update.

Annual Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
312.5018.155,500.005,671.87171.87

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
126.5118.152,227.002,296.1669.16

Account Summary:

  • 04/01/2014 – Contributed $409.00
  • 04/01/2014 – Purchased mutual fund (VTIVX)

Annual vs. Monthly IRA Account Comparison

Account% Monthly ReturnTotal % Gain/Loss
Annual0.503.12
Monthly0.383.11

Analysis:

  • The markets reacted wildly throughout the month, but ended fairly flat again in the month of April.
  • A lot of poor corporate earnings from the first quarter were blamed on the harsh winter in the Northeast region.
  • Hiring, and the overall economy seem to be growing slowly.
  • Both experimental accounts’ performance are back in line.

IRA Contribution Timing Experiment Updates

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Category: Money Tags: Budget For Wealth, IRA Experiment

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