|
Posted by Oilcan on October 9, 2007, 9:43 pm
Please log in for more thread options
I would set it up as an IRA. Depending how you use Quicken, doing so in
this manner might help you when you do your taxes.
Oilcan
> Hi - Need some advice from the experts. I'm using Quicken 2004 Deluxe to
> track several mutual fund accounts, primarily to take advantage of
> Quicken's performance reports. I don't use it a lot and I'm not very well
> versed in Quicken. I need to set up a new account involving two mutual
> funds, held as a traditional IRA. Does it matter if I set it up using the
> IRA option for the new account, or just set it up as mutual fund accounts
> and mark them as tax-free? Any particular benefits to one of these
> choices? There's a possibility I will broaden the IRA to include a third
> mutual fund. Does that affect the decision which way to set it up? Thanks
> very much for your help,
> OC
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap