DWSH - How We Use Our 3 Taxable Investment Accounts In Retirement; A Complete Review

• This is the third of four in my series of the strategies we use for our various account types. The first two reviewed our Roth IRAs and Regular IRAs.
• Like the others, we use each of three accounts for different needs and that directs the investment strategy for each, which all differ.
• This article covers what each account owns and the needs/strategy for each account.
• The last in the series will review my 401(k), which currently resides with my former employer.

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