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Posted by R. C. White on August 5, 2007, 9:47 pm
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Hi, moore.gg.
A very similar question came up here just a couple of weeks ago. You might
want to read that thread, Subject: Investment account annuitized?, started
by Steve on 7/23/07. I was not able to give Steve a definitive answer on
how to handle his annuity in Quicken, but you might gain something from our
discussion.
And maybe someone familiar with the current rules for annuities will chip in
and offer some better advice than I can give, since I've been retired for so
long.
RC
--
R. C. White, CPA
San Marcos, TX
rc@grandecom.net
Microsoft Windows MVP
(Running Windows Live Mail beta in Vista Ultimate x64)
> I've had a life event where a pension plan is being paid out in two
> lump sums. After consulting my financial adviser, I've decided my
> best rollover option is a variable annuity. The annuity will be
> invested into three funds. Whether the tracking involves 1 account or
> 3 doesn't matter to me.
>
> Here's the question: how do I best track the investment. Quicken help
> and other 'net resources indicate the options are to use asset
> accounts or single mutual fund accounts. Has anyone else done this
> already?
>
> I'm after a quick list of pluses and minuses for each method.
>
> Thanks...
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