01-04-2022, 06:59 AM
(01-03-2022, 07:01 PM)ken-do-nim Wrote: Is there any rhyme or reason to what's in the Taxable vs. what's in the ROTH? I struggled with this question all of last year myself. For instance I notice you have T, LMT, ABBV, and GOOGL in both.
Taxable Account is for Dividend Income and I'll be living off it. The Roth is Total Return and I should never need to touch it.
T still in the Roth is strictly because of the media spin-off. Though I could change my mind and sell, particularly if it gets up to about $28.