MMM - Jane's August Dividend Increases And Income Tracker - Retirement Accounts
Investment Thesis
August marks the six months that Jane's retirement (Traditional and Roth IRAs) have been established and received a steady flow of dividend income. Jane's retirement account from February 1st to July 31st of 2018 have demonstrated the following income characteristics:
- Traditional IRA - $4,906.65 in dividends.
- Roth IRA - $2,119.92 in dividends.
- Realized capital gains of $8,789.91.
- This works out to be an average of $2,259.50 of monthly income.
Instead of taking these gains as income (Jane is still working full-time and has no need to supplement her paycheck), she has given me