After determining your goals, you need to decide which investment vehicles—sometimes referred to as investing accounts—to use.
After determining your goals, you need to decide which investment vehicles—sometimes referred to as investing accounts—to use. Keep in mind that multiple accounts can work together to accomplish a single objective. Regardless of the number of accounts you have, you want to view your portfolio as a whole when making investment decisions so that you don’t end up with too much of your money in the same investments.