Chapter 13
Tracking Tax-Deferred Investments
In This Chapter
Knowing when to use Quicken investment record keeping
Setting up a tax-deferred investment account
Recording your initial investment
Buying investments
Recording profits
Selling your investments
Adjusting your share counts and price information
Investment record keeping 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. ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access