What % of your portfolio is in tax advantaged space?

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What % of your portfolio is in tax advantaged space?

10
0
No votes
20
1
10%
30
0
No votes
40
0
No votes
50
1
10%
60
0
No votes
70
1
10%
80
3
30%
90
2
20%
100
2
20%
 
Total votes: 10
Jack Jones
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What % of your portfolio is in tax advantaged space?

Post by Jack Jones »

See poll.
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Xan
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Re: What % of your portfolio is in tax advantaged space?

Post by Xan »

What do you mean by portfolio? In particular, are you including the primary residence? (I'm assuming, if so, that the amount of equity in the house is what would be counted.)
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coasting
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Re: What % of your portfolio is in tax advantaged space?

Post by coasting »

Xan wrote: ↑Sun Dec 21, 2025 9:41 pm What do you mean by portfolio? In particular, are you including the primary residence? (I'm assuming, if so, that the amount of equity in the house is what would be counted.)
I understand the common practice is to consider primary residence as part of total net worth but not as part of investment portfolio. I responded to the poll with that understanding.
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Xan
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Re: What % of your portfolio is in tax advantaged space?

Post by Xan »

coasting wrote: ↑Sun Dec 21, 2025 10:20 pm
Xan wrote: ↑Sun Dec 21, 2025 9:41 pm What do you mean by portfolio? In particular, are you including the primary residence? (I'm assuming, if so, that the amount of equity in the house is what would be counted.)
I understand the common practice is to consider primary residence as part of total net worth but not as part of investment portfolio. I responded to the poll with that understanding.
Sounds good to me, thanks!
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yankees60
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Re: What % of your portfolio is in tax advantaged space?

Post by yankees60 »

I am:

Non-Retirement 16%
Retirement 84%


Traditional 35%
Roth 65%
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Smith1776
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Re: What % of your portfolio is in tax advantaged space?

Post by Smith1776 »

About half for me :)
www.allterrainportfolio.com
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