What is the best way to set up retirement accounts: Pension, IRA's?

Debbie
Member
I have pension accounts that get updated yearly by my union. I'd like to track them in Quicken 2019 MAC. I also have some IRA accounts. Can anyone recommend the type of set up I should follow to accurately set up those two types of accounts? And secondly, are there retirement planning tools in Quicken 2019 MAC?
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Best Answer
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I would suspect (not having the Mac version) that you could just setup each account as its own Quicken Account - we have this setup for our 403b and EACH of our IRA -The Windows version of - Add Account5
Answers
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I would suspect (not having the Mac version) that you could just setup each account as its own Quicken Account - we have this setup for our 403b and EACH of our IRA -The Windows version of - Add Account5
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