| | |||
| |||
| I wouldn't use the 401k type. Probably a regular investment account. This will have Tax Estimator complications. Flagging it as a Retirement account would have Lifetime Planner complications. Pick your poison. For the units/unit values you can record these--just don't assign the investment a symbol that can get quotes or havoc will ensue. I setup similar "non-market" investments for my 401k plans without a symbol (e.g., "Big Money Fund--401k") and a similarly named investment (e.g., "Big Money Fund") with the symbol in Investments to Watch. They don't quote the actual cost per share of a stock or mutual fund because this one isn't that. It may be close. But it's not the same thing. The difference is somebody else getting rich by handling your money along the way for a piece of the handle. "Tony in Virginia" <Tony in Virginia[at]discussions.microsoft.com> wrote in message news:3CEED5C6-BD5B-47B6-9448-D5FDF11AF04C[at]microsoft.com... - quote - > Anyone have an idea how I should characterize a 457 plan in Money 2005? Do > you use the 401K feature or is there a better way. > Lastly, how do you take care of "units" of a stock or mutual funds? My > statement does not indicate shares of stock/MF specifically...it only lists > units at such a cost which doesn't mirror the actually cost per share of a > stock or mutual fund...thanks. |
|
#-1
| |||
| |||
| Anyone have an idea how I should characterize a 457 plan in Money 2005? Do you use the 401K feature or is there a better way. Lastly, how do you take care of "units" of a stock or mutual funds? My statement does not indicate shares of stock/MF specifically...it only lists units at such a cost which doesn't mirror the actually cost per share of a stock or mutual fund...thanks. |
| Tags |
| 457, money, plans, recording |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Any plans on a version of Money for the MAC ??? Doug: Hey all, I have money deluxe on my xp home machine and pocket money on my pocket pc handheld the final piece would be money for my Mac OS/X... | Microsoft Money | 1 | 05-05-2004 07:12 PM | |
| Thread Tools | |
| Display Modes | |
| |