Looking for best practices for tracking TIAA accounts during retirement

Joan Friedman

I am about to retire and have four separate TIAA accounts. For retirement, some of each of those accounts will be combined into an annuity. Does anyone have any advice on how best to track that in Quicken? I use the most up to date version of Quicken Classic for Windows. Thanks!

Jim_Harman

The best way to track annuity accounts during the payout depends on the payout options you have selected. See this discussion for more info

https://community.quicken.com/discussion/7949313/how-to-set-up-a-fixed-income-annuity