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Wellington in a tax advantaged account or taxable acct?
Old 02-05-2016, 03:20 PM   #1
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Wellington in a tax advantaged account or taxable acct?

Was wondering where most of you who own Wellington hold the fund. Is it in your Roth or 401K or do you hold it in a regular taxable account.

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Old 02-05-2016, 03:34 PM   #2
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DM's account has Wellington in both IRA and taxable. We've held it in taxable in the past.

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Old 02-05-2016, 03:39 PM   #3
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It's in a rollover IRA (was part of a 457). RMD's are a number of years away.
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Old 02-05-2016, 03:44 PM   #4
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Rollover IRA and both of our Roth accounts are 100% Wellington.
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Old 02-05-2016, 03:58 PM   #5
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It comprises a large portion of both my taxable (68%) and my tax deferred (72%).
ER'd 6/1/2014 @ age 53. AA=70/30, initial WR was 3.5% but now 6% until SS and lower expenses kick in.
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Old 02-05-2016, 04:35 PM   #6
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Wellington has significant bonds and as such, would be more tax efficient in an IRA.

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You probably mean principal not principle. Judgment only has one "e".
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Old 02-05-2016, 09:27 PM   #7
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My rollover IRA and my Roth is where my Wellington and Wellesley funds are.

Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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