Taxable vs. Non-Taxable 'retirement' account reports available?

Question

So in Q for PC, is there an option (which I do not see) for producing a portfolio that totals taxable (traditional IRAs, 401Ks, etc.) vs non-taxable (eg: Roth IRAs) accounts?

I do not see one. I tried dickering with the INVESTING GOALS tab within the PORTFOLIO VALUE report, but that didn't quite cut it (or, perhaps I don't have the accounts tagged correctly and that would do it?)

Reason, btw, is to see what the skew is and whether or not I should do some re-categorization of the non-taxable retirement accounts to a Roth type (both for IRAs and 401K Roths) to even things out. I suppose discussion on why is out of bounds in this NG, but would make for an interesting topic.

John Pollard · Accepted Answer

I know of no such report. I can think of two alternatives.

1.) Customize two different Views (the Show dropdown) at Investing > Portfolio. For example: Name one View "Taxable Retirement" and select only taxable retirement accounts for that View, Name the other "Non-taxable Retirement" and select only non-taxable retirement accounts for that View.

2.) Choose an existing investment report that shows the information most useful to your purpose; then start with that choice and create two Saved reports - one for Taxable accounts and the other for non-Taxable accounts.

[Investing Goal is a characteristic of a security, not an account.]

Andrew · Answer

OK, thank you John. I appreciate the reply. I did create the two reports and manually will do the comparisons I need. I certainly understand that "Investing Goal" wasn't what I really needed, but it seemed close enough that it was worth a shot playing with it.

Taxable vs. Non-Taxable 'retirement' account reports available?

Join the Discussion

Didn't find your answer?