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Old 09-27-2003, 05:43 AM
Cal Learner-- MVP
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Default Re: Index Annuity

In microsoft.public.money, Paula wrote:

- quote -

> 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?


:-( Sorry to hear it.
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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Old 09-26-2003, 11:16 PM
Paula
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Default Index Annuity

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.
 

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annuity, index


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