ING Offset Rec (MAY24)(Summary)

20 May

Written By Nomad FI

Notes:

// Current MAY24 // ==> // Target JUN24 //

ING Initial: 40K ==> 30K [JUN24 Extra Contr: -7.5K-2.5K Offsets]

EFI-Holding: 58.9K ==> 60K [Add: +1.1K]

KD Holding: 25.1K ==> 28K [Add: +2.9K]

KD/KMA: 16K ==> 34.5K [Add: +6K+6K+5K=+17K][Add: 1.25K Interest]

/ Total KD Holding+KD/KMA: 28K+34.5K=62.5K /

/ Target Adj Bal: 70K [Rem 62.5K-70K=-7.5K] /

Monthly: 12.5K ==> 15K [Add: +2.5K]

Quarterly: 2K ==> 4K [Add: +2K]

Salary: 15K ==> 18K [Add: +3K]

KFI-BInvT: 20K ==> 35K [Transfer +10K+5K KBonus]

US-Inv: 40K ==> 60K [Rem Transfer USD: 8K+8K=16Kx1.45 FX = 23K][Offset -3K]

Additional Notes for Extra Offsets:

ING Initial: +2.5K

US-Inv: +3K

Total: +5.5K [ Transfer ==> KD/KMA as BGift]

MM50