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| This is a really broad question without lots more info like if this is in a 401k, if you have a 401k investment account setup, and so on. Basically, somewhere you need to recognize tax deferred income, put the income in some cash account associated with a retirement investment account (I'm assuming hits funds a 401k or similar) and then invest it. See http://www.bollar.org/msmoney/#Q14. The vesting question is harder. There's really not a good way to do this that isn't a lot of trouble. One way is to only show contributions/investment once they are vested. The other is to put it all in and keep track of the vested amount some other way. The provisions of the plan--like who keeps earnings on unvested amounts--may drive your approach to this. "Patti" <anonymous[at]discussions.microsoft.com> wrote in message news:d2f201c3eece$c2f97d70$a501280a[at]phx.gbl... - quote - > Do you know what is the proper way of entering profit > sharing info into an investment account? > The profit sharing I have vests in x years, so I would > like to see only the "vested" amounts in my account > summary. |
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| Hi, Do you know what is the proper way of entering profit sharing info into an investment account? The profit sharing I have vests in x years, so I would like to see only the "vested" amounts in my account summary. Thanks, Patti |
| Tags |
| amounts, entering, profit, sharing |
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