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Annual vs. Monthly IRA Contribution Experiment

February 26, 2014 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment Version 2. This update covers the initial contribution and purchases in the corresponding Roth IRA accounts in the experiment.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 17.60 5,500.00 5,500.00 0.00

Account Summary:

  • 01/01/2014 – Contributed $5,500.00
  • 01/02/2014 – Purchased mutual fund (VTIVX)

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
56.82 17.60 1,000.00 1,000.00 0.00

Account Summary:

  • 01/01/2014 – Contributed $1,000.00
  • 01/02/2014 – Purchased mutual fund (VTIVX)

Annual vs. Monthly IRA Account Comparison

Account % Monthly Return Total % Gain/Loss
Annual 0.00 0.00
Monthly 0.00 0.00

Analysis:

  • No changes have occurred in the account.

IRA Contribution Timing Experiment Updates

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Category: Money Tags: Budget For Wealth, IRA Experiment

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