12-16-2021, 06:20 AM
(12-16-2021, 05:56 AM)cemanuel Wrote: Yield (as of 12/1/21):
Taxable account: 2.67%
Roth: 3.44%
Overall: 2.74%
Internal/Organic DGR (current, based on 5-yr DGRs, no dividends reinvested):
Taxable Account: 9.00%
Roth: 9.18%
Dividend numbers really don't matter for the Roth as I won't be living on them. I will begin harvesting Taxable Account dividends next spring to live on.
I'm impressed that your nest egg is large enough that 2.67% provides 80% of what you'll need. Nice job!!!