IRS

Ask The Readers: Stress From The IRS Mess

June 28, 2018 by Mr. 1500 Days 39 Comments

Usually, I post Ask The Reader questions on Monday. However, my current situation calls for some urgency, so I'm getting this one out now. Also, it's a bit of a rant and Thursdays were traditionally my day to complain. UPDATE! Thank you so much to Eric Bowlin, Danny the Pizza Guy, Rob, freddy smidlap and and Fiery Millennial Gwen who all encouraged me to call the IRS. I did … [Read more...] about Ask The Readers: Stress From The IRS Mess

My goal was to build a portfolio of $1,000,000 by February of 2017; 1500 days from the birth of this blog (January 1, 2013). And hey look, I’ve since retired!

Investments only (primary home excluded)
1/1/13 (The Start): $586,043
1/1/14 (1 Yr Later): $869,635
1/1/15 (2 Yrs Later): $987,351
1/1/16 (3 Yrs Later): $1,057,961
1/1/17 (4 Yrs Later): $1,257,128
1/1/18 (5 Yrs Later): $1,527,701
1/1/19 (6 Yrs Later): $1,549,440
1/1/20 (7 Yrs Later): $2,035,040*
1/1/21 (8 Yrs Later): $3,379,746**
1/1/22 (9 Yrs Later): $4,762,642
1/1/23 (10 Yrs Later): $3,112,821

2023: Investments only
1/1: $3,112,821
2/1: $3,582,368

Overall
2023 investment gains: $469,547
Investment gains since 1/1/2013: $2,996,325
Net worth***: $3,812,368

* The big jump between 2019 and 2020 was partly because we bought another home, but kept the previous (much more expensive) one as a rental. We have since sold it.

** Tesla.

*** Includes our primary home equity in addition to our investment portfolio.

Finally, we still have about $290,000 in mortgage debt (which I love!). No regrets about the debts!