PFBC - Jane's June Dividend Increases And Income - Retirement Accounts
Investment Thesis
June marks the fourth month that I have tracked Jane's dividend income from her Traditional and Roth IRAs. Unlike the taxable account, we did not start making significant changes to her retirement accounts until after the first of the year. Because of this, there were a number of stocks in her retirement accounts that didn't register their first dividend until April or May. Now that the majority of companies are seasoned, we are seeing a steady stream of dividend income rolling in for Jane.
I've decided to write Jane's retirement review as a