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How does quicken handle Roth IRAs in the Lifetime Planner ?

stewhaskin

It seems that Quicken treats a Roth IRA as a standard IRA for the Lifetime Planning module. Is that correct ?

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Comments

Scooterlam

While Roth balances are included under the IRA tax deferred line in the plan summary tables, they are indeed treated separately.

Have a look at this thread for some insight on how LTP treats Roth IRAs. I've done some testing and illustration here.

https://community.quicken.com/discussion/7897423/lifetime-planner-roth-iras

Also, have a look at and vote on an IDEA post below to separate the Roth IRA from the Trad. IRA in the summary tables.

https://community.quicken.com/discussion/7897423/lifetime-planner-roth-iras