O - Jane's September Dividend Increases And Income Tracker - Retirement Accounts
Investment Thesis
September marks the seventh month 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 August 31st of 2018 have demonstrated the following income characteristics:
- Traditional IRA - $5,410.46 in dividends.
- Roth IRA - $2,305.56 in dividends.
- Realized capital gains of $8,793.05.
- This works out to be an average of $2,063.63 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