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Subject Author Date
How do I create a 401k account? Jeff Schwarz 01-16-2007
Posted by Jeff Schwarz on January 16, 2007, 12:29 am
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 When I try to create a new investment account (using Quicken Basic 2006), my
only investment choices are Brokerage, IRA or Keogh, and Single Mutual Fund.
How do I create a 401k retirement or a SEP IRA retirement? I know you can do
it because I used to have a 401k account and I still have a SEP IRA account.
Thanks,
-Jeff



Posted by JM on January 16, 2007, 8:36 am
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Jeff Schwarz wrote:
> When I try to create a new investment account (using Quicken Basic 2006), my
> only investment choices are Brokerage, IRA or Keogh, and Single Mutual Fund.
> How do I create a 401k retirement or a SEP IRA retirement? I know you can do
> it because I used to have a 401k account and I still have a SEP IRA account.
> Thanks,
> -Jeff

QW Basic does not include the 401k account type - never has. The 401k
account is included in Deluxe & higher versions.

You can create a tax-deferred brokerage account to track a 401k but you
will not have some of QW's 'automated' updating/tracking features. I
tracked my 401k in this manner.

Basic does include the IRA accoutn type - not familiar with the SEP IRA
- is it significantly different from an IRA?


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