Regular Assets vs Retirement Assets
Perhaps this is a simple terminology question. I have assets (cash, stocks, and mutual funds set aside for my retirement in several taxable brokerage accounts. They assets are from Employee Stock Purchase plan and inheritance. As far as ESPlanner is concerned are these taxable assets part of my Savings or part of my Retirement assets? In other words, does ESPlanner expect a Retirement account to be some form on IRA, Roth IRA, 401k, 401a, 403b etc and everything else is a regular asset?