Bucket GOAL | JAN-JUN | JUL | TOTAL |
SIMPLE IRA $ 13,000 | $ 10,345 | $ 2,655 | $ 13,000 |
Roth IRA $ 6,000 | $ 6,000 | $ 0 | $ 6,000 |
HSA $ 3,500 | $ 3,000 | $ 500 | $ 3,500 |
Brokerage $ 18,500 | $ 4,000 | $ 1,500 | $ 5,500 |
Savings $ 9,000 | $ 5,000 | $ 500 | $ 5,500 |
--------------------------------------------------------------
Total $ 50,000 | $ 28,345 | $ 5,155 | $ 33,500 |
Progress | % 56.7 | % 10.3 | % 67.0 |
On track. Changed my 18k SIMPLE/401k goal to 13k.. I thought I would be able to start 401k at my new job before the end of the year and add an additional 5k onto my 13k SIMPLE, but won't happen. So no more contributions to any retirement accounts this year, only funneling post-tax money into brokerage/savings.
I will, however, contribute 6k in the first couple months of 2020 as 2019 contributions to get my 19k, then proceed to max my 2020 contributions. But none of that will happen in 2019, so changes reflected above. Still on track, but will be more difficult now that all the money is going to be after-tax.