Feb 5, 2016 #1 M modhatter Full time employment: Posting here. Joined Aug 8, 2005 Messages 945 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.
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.
Feb 5, 2016 #2 MichaelB Give me a museum and I'll fill it. (Picasso) Give me a forum ... Site Team Joined Jan 31, 2008 Messages 40,938 Location Chicagoland DM's account has Wellington in both IRA and taxable. We've held it in taxable in the past.
Feb 5, 2016 #3 A Another Reader Thinks s/he gets paid by the post Joined Jan 6, 2013 Messages 3,417 It's in a rollover IRA (was part of a 457). RMD's are a number of years away.
Feb 5, 2016 #4 RetireAge50 Thinks s/he gets paid by the post Joined Aug 6, 2013 Messages 1,663 Rollover IRA and both of our Roth accounts are 100% Wellington.
Feb 5, 2016 #5 L Looking4Ward Full time employment: Posting here. Joined Jan 27, 2014 Messages 661 Location Austin It comprises a large portion of both my taxable (68%) and my tax deferred (72%).
Feb 5, 2016 #6 travelover Give me a museum and I'll fill it. (Picasso) Give me a forum ... Joined Mar 31, 2007 Messages 14,328 Wellington has significant bonds and as such, would be more tax efficient in an IRA. Sent from my iPad using Early Retirement Forum
Wellington has significant bonds and as such, would be more tax efficient in an IRA. Sent from my iPad using Early Retirement Forum
Feb 5, 2016 #7 Alan Give me a museum and I'll fill it. (Picasso) Give me a forum ... Site Team Joined Jul 10, 2005 Messages 34,186 Location N. Yorkshire My rollover IRA and my Roth is where my Wellington and Wellesley funds are.