- John's retirement accounts generated a total of $2,306.98 of dividend income for December 2021 vs. $1,915.71 of dividend income for December 2020.
- John's Traditional IRA had a balance of $357K as of December 31, 2021, vs. $270.7K on December 31, 2020. The estimated annualized yield is 4.53%.
- John's Roth IRA had a balance of $213K as of December 31, 2021, vs. $169.1K on December 31, 2020. The estimated annualized yield is 3.91%.
- Two companies paid an increased dividend or issued a special dividend during the month of December.
For further details see:
The Retiree's Dividend Portfolio - John's December Update: Year End Review