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Old 02-17-2005, 10:03 PM
NJDvsF'ers
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Posts: n/a
Default Re: Rollover 401K to IRA

Yes, that is what I did. I thought maybe Money had an easier way. Thanks
for your help.


--
Chris
"Yet he can see through a brick wall in time. (As they say in Bree)"
Time and change will surely show
How firm thy friendship O-hi-o


"Kent M Smith" <KentMSmith[at]discussions.microsoft.com> wrote in message
news:E90EC1CD-71FA-486D-8834-83886BEAE85C[at]microsoft.com...
- quote -

> What I did was sell my shares, placing the money into the contributions
> account, then transfer the funds into my IRA account. Granted I had
> several
> different stocks in my 401(K) plan.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, NJDvsF'ers wrote:
> > > > Does anyone know how to rollover a 401k to an existing IRA in Money
> > > 2004?
> > > Or do you have to sell each fund and transfer the cash value to the IRA?
> > > While you don't have to because of Money, that is what is going to

> > happen in your actual accounts. Therefore that would be the best
> > thing to do in Money.
> >


  #1  
Old 02-17-2005, 05:57 PM
Kent M Smith
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Posts: n/a
Default Re: Rollover 401K to IRA

What I did was sell my shares, placing the money into the contributions
account, then transfer the funds into my IRA account. Granted I had several
different stocks in my 401(K) plan.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, NJDvsF'ers wrote:
> > Does anyone know how to rollover a 401k to an existing IRA in Money 2004?
> > Or do you have to sell each fund and transfer the cash value to the IRA?

> While you don't have to because of Money, that is what is going to
> happen in your actual accounts. Therefore that would be the best
> thing to do in Money.

 
Old 02-17-2005, 02:20 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Rollover 401K to IRA

In microsoft.public.money, NJDvsF'ers wrote:

- quote -

> Does anyone know how to rollover a 401k to an existing IRA in Money 2004?
> Or do you have to sell each fund and transfer the cash value to the IRA?


While you don't have to because of Money, that is what is going to
happen in your actual accounts. Therefore that would be the best
thing to do in Money.

  #-1  
Old 02-17-2005, 01:37 AM
NJDvsF'ers
Guest
 
Posts: n/a
Default Rollover 401K to IRA

Does anyone know how to rollover a 401k to an existing IRA in Money 2004?
Or do you have to sell each fund and transfer the cash value to the IRA?


--
Chris
"Yet he can see through a brick wall in time. (As they say in Bree)"
Time and change will surely show
How firm thy friendship O-hi-o


 

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401k, ira, rollover
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