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What % of your portfolio is in tax advantaged space?
Posted: Sun Dec 21, 2025 4:08 pm
by Jack Jones
See poll.
Re: What % of your portfolio is in tax advantaged space?
Posted: Sun Dec 21, 2025 9:41 pm
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.)
Re: What % of your portfolio is in tax advantaged space?
Posted: Sun Dec 21, 2025 10:20 pm
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.
Re: What % of your portfolio is in tax advantaged space?
Posted: Sun Dec 21, 2025 10:50 pm
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!
Re: What % of your portfolio is in tax advantaged space?
Posted: Mon Dec 22, 2025 1:50 pm
by yankees60
I am:
Non-Retirement 16%
Retirement 84%
Traditional 35%
Roth 65%
Re: What % of your portfolio is in tax advantaged space?
Posted: Tue Dec 23, 2025 2:58 pm
by Smith1776
About half for me
