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ET - The Retirees' Dividend Portfolio - John And Jane's November Taxable Account Update: Large Expenditures In Retirement
Energy Transfer LP
In the last month, John and Jane saw an outflow of $137k from their Taxable account, specifically from the Fixed Income segment (which no longer exists). These funds were combined with other funds they had to purchase a retirement home without the need to finance it.
The important thing to consider is that we have always viewed these funds as separate from the bulk of the Taxable account because they were invested in short-term certificates while we waited for John and Jane to decide how/what they wanted to do with the money. As a result,