- Jane's retirement accounts generated a total of $2,017.04 of dividend income for September 2020 vs. $1,553.12 of dividend income for September 2019.
- Jane's Traditional IRA had a balance of $306,376.93 as of September 30, 2020, vs. $302,989.90 on September 30, 2019. The estimated annualized yield is 4.55%.
- Jane's Roth IRA had a balance of $137,467.61 as of September 30, 2020, vs. $142,660.41 on September 30, 2019. The estimated annualized yield is 4.32%.
- No companies paid an increased dividend or issued a special dividend during the month of September.
- One company in Jane's Retirement portfolio suspended or decreased its dividend that was payable during the month of September.
For further details see:
The Retiree's Dividend Portfolio - Jane's September Update: Record Income For The Traditional IRA