Final answer:
Financial relationships that should be recorded in a Tracking & Trading portfolio include 529 Plans, investments within variable insurance products, and any relationships within employee benefit plans sponsored by Deloitte US Entities, as well as mutual funds within a spouse's 401(k) Plan. Auto loans are generally not tracked in such portfolios.
Step-by-step explanation:
To determine which financial relationships should be recorded in your Tracking & Trading portfolio, consider the following: a. 529 / 529a Plans should be recorded, but not their underlying holdings. b. All investments within variable insurance products are typically part of what should be tracked. c. Any financial relationships within the employee benefit plans sponsored by the Deloitte US Entities would be relevant for tracking. e. Public and private mutual funds held in your spouse's current employer's 401(k) Plan should also be recorded.
Auto loans, however, like other consumer debts, aren't typically considered investments and would not normally be tracked in an investment portfolio unless you have a personal preference or requirement to do so.
It's important to understand that defined contribution plans, such as 401(k)s and 403(b)s, are fundamentally investment accounts which hold a variety of investment vehicles. These plans are tax-deferred and portable across employers, adding significance to the act of tracking them as they directly impact retirement savings and planning.