New IRA Became Brokerage
cuttermilw
Member ✭✭
I've recently upgraded to Quicken 2019 and had to add a bunch of American Funds accounts
In previous versions, SIMPLE IRA was an option. Now, there's only IRA. My old accounts still say SIMPLE, the new ones are labeled as a regular IRA.
Also, even though I selected IRA, the accounts came in as brokerage and I had to change them all. Is that a Quicken thing or Am Funds?
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Best Answer
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The SIMPLE IRA is still an option. The type of IRA is chosen when the owner of the account is identified using the Advanced Setup wizard:
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Answers
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The SIMPLE IRA is still an option. The type of IRA is chosen when the owner of the account is identified using the Advanced Setup wizard:
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