Wellington in a tax advantaged account or taxable acct?

[modhatter]

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.

 

[MichaelB]

DM's account has Wellington in both IRA and taxable. We've held it in taxable in the past.

 

[Another Reader]

It's in a rollover IRA (was part of a 457). RMD's are a number of years away.

 

[RetireAge50]

Rollover IRA and both of our Roth accounts are 100% Wellington.

 

[Looking4Ward]

It comprises a large portion of both my taxable (68%) and my tax deferred (72%).

 

[travelover]

Wellington has significant bonds and as such, would be more tax efficient in an IRA.



Sent from my iPad using Early Retirement Forum

 

[Alan]

My rollover IRA and my Roth is where my Wellington and Wellesley funds are.