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The Complete Idiot's Guide® To Protecting Your 401(k) and IRA by Bill Lane, Jennifer Lane

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Keeping It Organized

Setting up online access to your financial accounts is a great way to stay organized and keep track of a multitude of details and accounts. When you first access your accounts on the web, they may be listed under pretty mundane names—for example, 401(k), company savings plan, Traditional IRA, or even just IRA. Many sites will let you nickname your accounts by adding to or replacing their default names completely. This is a great way to get organized, especially if you want to earmark an account for a special purpose, such as vacation fund or early retirement fund. You can also use nicknames to keep track of important features of the account, such as whether an IRA has any after-tax contributions in it. By naming the account ...

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