Tracking Tax-Deferred Investments
In This Chapter
Knowing when to use Quicken investment recordkeeping
Setting up a tax-deferred investment account
Recording your initial investment
Selling your investments
Adjusting your share counts and price information
Investment recordkeeping is something that more of us need to think about. More of us are investing as the population ages and we prepare for retirement. And the recent bouts of sheer craziness in the financial markets means that we probably all need to save more.
Fortunately, Quicken provides great tools for managing your investments, including your tax-deferred investments. And this chapter talks about those tools. But first, I should talk about whether you even need to do this.