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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 25570|
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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