Net Investible Assets
Mykyta Pavlushyn avatar
Written by Mykyta Pavlushyn
Updated over a week ago

Net Investible Assets includes your cash savings and stock investment portfolios but excludes:

  • your primary residence

  • any loan secured on your primary residence

  • pension unless withdrawals are used directly for income in retirement

  • life insurance, and benefits payable on the your death

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