- posted 7 years ago
I have been thinking more about allocation from an entire asset point of view.
Now that I am closer to retirement age and unemployed, I am trying to do a better job looking at allocation then I had previously done.
I recall reading that it's better to re-balance within non-taxable funds to avoid generating taxes and fees.
I am now thinking of looking at the allocation of my entire portfolio and for the purposes of calculating current allocation just ignoring if they are in taxable or non-taxable accounts. Does that make sense?