Annual vs. Monthly IRA Contribution Experiment – May 2014 Update

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

Annual Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
312.5018.505,500.005,781.25281.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
149.0318.502,636.002,757.09121.09

Account Summary:

  • 05/01/2014
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