- Jane's retirement accounts generated a total of $2,213.20 of dividend income for April 2021 vs. $1,875.43 of dividend income for April 2020.
- Jane's Traditional IRA had a balance of $408,826.25 as of April 30, 2021, vs. $276,522.99 on April 30, 2020. The estimated annualized yield is 4.91%.
- Jane's Roth IRA had a balance of $197,960.70 as of April 30, 2021, vs. $125,315.40 on April 30, 2020. The estimated annualized yield is 4.21%.
- Five companies paid an increased dividend or issued a special dividend during the month of April.
- I have included the new tables for tracking month-end cash balance and unrealized gain/loss for both the Traditional and Roth IRAs.
For further details see:
The Retiree's Dividend Portfolio - Jane's April Update: Monthly Roth IRA Dividends Reach All-Time High