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Financial Planning / Foolish 401(k)s


Subject:  Re: Finding a good calculator Date:  9/23/2012  7:27 AM
Author:  nagdabbit Number:  24940 of 26142

I agree - Quicken -
and I think it's been invaluable - I recently wanted to reduce my investments in stocks and move it to bonds.

In the Portfolio view, I could display each fund, transaction by transaction - with dollar and precentage gains/losses shown for each transacaction (lot).

Some funds had gained much more than my 401k statements indicated, maybe because I had purchased them over 3-5 years, yet the statements only calculate return for up to 2 years.

This helped me decided whether to sell all or partial amounts of the funds and lock in gains.

Of course, it will take a while to build up the history of your 401k - but once it's there, you have a lot of information available to you.
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