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Re: Revisitng-IRA Distribution from my JPM IRA Account
You should not have a Category in the IRA, it should show as a WithdrawX with the taxable account as the destination. If you go to the Account Details for the IRA, click on Tax Schedule and set Trans…1 -
Re: Pension Check
You can use the Wizard if you want, but I think it is more complicated than what people need for Social Security and pension payments. Also the Wizard has introduced more than its share of problems o…1 -
Re: zzz-Fidelity Updates
What other functionality is diminished as a result of going with EWC+ and "simple investing"? Here is the warning message that is displayed when you switch from Complete to Simple mode. It …2 -
Re: zzz-Fidelity Updates
@Quicken Anja OSU is completing and reporting no new transactions, as expected. There should be new transactions in a few days, at the end of the month. Share prices for private securities are updati…1 -
Re: Quicken Deluxe Capabilities
Yes they can both give you an overall asset allocation based on your holdings, including for balanced funds, target retirement, etc. Caveats for both: Asset allocation data can be downloaded, but onl…1
