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regular and ira positions

QuestionsCategory: Questionsregular and ira positions
Stephen asked 6 years ago
pat, I know you recommend buying the same stocks in regular and ira ports...let me give you an example and tell me  how you would handle it.....if your regular port is 100,000 and you have an ira worth 100,000 and your wife has one also worth 100,000, would you be making a starting position of one stock in each of those three accounts of 50 percent positions of one stock in each account, followed by 30 percent as it rises, followed by 20 percent to get to a full position in each trading account ...also then allowing up to say, 5 to10, eventual positions of different stocks in each account?
2 Answers
Avatar photoOwen Staff answered 6 years ago

Hi Stephen,
Video from Pat:
https://youtu.be/Qkui3uPL1TM

Stephen answered 6 years ago
pat, so much appreciated this video to clearly set up a positioning plan for multiple accounts including ira's! regards, stephen