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Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
@robert@ If I am following your steps so far, you had a Quicken account for the mutual funds that was up-to-date with transactions even though the real world account transitioned to a brokerage accou…1 -
Re: What's the best way to record covered calls?
Caveat: I am not a covered call investor. Regarding the rename and two security aspects: Both securities have CUSIPs applied so for both of those that information came from the brokerage download. Th…1 -
Re: How do I properly record purchases of an employer retirement plan?
@CaliQkn Yes, one can make such a deposit, and I indicated so in my first reply in this thread. Doing so would allow the OP to track their deposits into the account. I do not see that as a required m…1 -
Re: How do I properly record purchases of an employer retirement plan?
@SkyPigPilot This is a federal employee Thrift Savings Plan account. The gain/loss percentage is 96%! Given an 18+ year investment history, having an overall 96% gain does not seem unreasonable, if a…1 -
Re: How do I properly record purchases of an employer retirement plan?
@CaliQkn The OP indicated in the opening post "I do not want to break down my paycheck, ". With that statement, it doesn't matter if in the real world, cash from the paycheck goes to t…1
