S&P 500 +0.74% 5,892.34DOW +0.31% 43,187.62NASDAQ +1.12% 18,943.77GOLD $2,341.80 +0.22%10Y TREASURY 4.28% -0.03EUR/USD 1.0843 +0.11%BTC/USD $67,432 +2.18%WTI CRUDE $82.47 -0.44%S&P 500 +0.74% 5,892.34DOW +0.31% 43,187.62NASDAQ +1.12% 18,943.77GOLD $2,341.80 +0.22%10Y TREASURY 4.28% -0.03EUR/USD 1.0843 +0.11%BTC/USD $67,432 +2.18%WTI CRUDE $82.47 -0.44%
Substantial Invest

Investment Portfolio

Portfolio Value
$22,480.14
Total Gain
+$4,280.14 (+23.5%)
Roth IRA
$14,250.00
🔴
Monthly Contribution
$500/mo
Annual Limit
$7,000/yr
Traditional IRA
$8,920.00
🏦
Monthly Contribution
$250/mo
Annual Limit
$7,000/yr
💡
Retirement Planning Insight

Based on your current contribution rate and expected returns, you're on track to accumulate $1.2M by age 65. To optimize your retirement, consider pairing your IRA with a real estate position through Substantial Property for portfolio diversification.