- Jane's retirement accounts generated a total of $1,539.41 of dividend income for December 2020 vs. $1,259.20 of dividend income for December 2019.
- Jane's Traditional IRA had a balance of $348,223.06 as of December 31, 2020, vs. $319,279.39 on December 31, 2019. The estimated annualized yield is 4.53%.
- Jane's Roth IRA had a balance of $164,586.67 as of December 31, 2020, vs. $152,129.51 on December 31, 2019. The estimated annualized yield is 4.21%.
- Four companies paid an increased dividend or issued a special dividend during the month of December.
- No companies in Jane's Retirement portfolio suspended or decreased its dividend that was payable during the month of December.
For further details see:
The Retiree's Dividend Portfolio - Jane's December Update: Modest Growth In A Tough Year