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Personal Finance (Not Investing) • Re: Retiree Portfolio Model

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I searched the thread but couldn't find the answer.

If I have a primary residence that is paid off, where do I account for that in the Setup page? Should I include that in Taxable balance (Section 2) and attribute the home value as a bond allocation (Section 3)?

Or there is a different or better way to incorporate that in my assets?

Thank you

Statistics: Posted by Theseus — Wed Dec 25, 2024 9:54 am



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