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Annual vs. Monthly IRA Contribution Experiment – March 2014 Update

April 16, 2014 by Long Pham

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.06 5,500.00 5,643.75 143.75

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
104.01 18.06 1,818.00 1,878.47 60.47

Account Summary:

  • 03/01/2014 – Contributed $409.00
  • 03/03/2014 – Purchased mutual fund (VTIVX)

Annual vs. Monthly IRA Account Comparison

Account % Monthly Return Total % Gain/Loss
Annual 0.44 2.61
Monthly 0.65 3.33

Analysis:

  • Winter weather hampered economic activity, but hiring seems to be up.
  • The markets ended the month fairly flat.
  • The Monthly Contribution IRA is faring a little bit better than the lump-sum Yearly Contribution IRA. The fluctuation in prices is allowing dollar-cost averaging to work well.

IRA Contribution Timing Experiment Updates

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Category: Money Tags: Budget For Wealth, IRA Experiment

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