- 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.
For further details see:
How We Use Our 3 Taxable Investment Accounts In Retirement; A Complete Review