The review of John's retirement account represents the final article of 2019's year-end review, and although his portfolio performed well, his Roth IRA lagged all other retirement accounts (comparing with his Traditional IRA and Jane's Traditional IRA and Roth IRA). Because of this, I plan to use the introduction of this article to explore some of the potential causes that may have caused the Roth IRA to underperform.
Let's start with some of the more notable events from John's retirement accounts during 2019:
- The Traditional IRA generated a 2019 high of $1,408.57 dividends in the