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| In microsoft.public.money, Paula wrote: - quote - > I recently exchanged a rollover IRA for an index annuity
:-( Sorry to hear it.> based on the S & P 500. The index annuity has no stock > symbol. What are the steps to record this transaction in > Money 2003? http://www.nasd.com/Investor/Alerts/..._annuities.htm Sell the fund in the old IRA account. Create the new account. Transfer the cash to the new account. Do a Buy of the new investment that has no symbol. Enter prices manually when you can. |
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| I recently exchanged a rollover IRA for an index annuity based on the S & P 500. The index annuity has no stock symbol. What are the steps to record this transaction in Money 2003? Thanks for any help. |