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ET - The Retirees' Dividend Portfolio - John And Jane's October Taxable Account Update: Budgeting In Retirement.
Energy Transfer LP
Over the last month, we have let the Taxable account ride because there are some new developments in John and Jane's lives that require them to have access to the cash portion which has been used in the past to purchase short-term certificates of deposit. This will result in the $137k disappear from its cash base (Typically $100k has been in short-term certificates while $37k was held as cash).
The good news is that we have run the Taxable account in a way where we knew that these funds would be utilized for some other