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Annual vs. Monthly IRA Contribution Experiment – December 2015 Update

February 10, 2016 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment December 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
634.03 17.78 11,479.89 11,273.07 -206.82

Account Summary:

  • 12/28/2015 – Reinvested $237.05 Dividend
  • 12/28/2015 – Reinvested $11.67 Short-Term Capital Gain Distribution
  • 12/28/2015 – Reinvested $110.54 Long-Term Capital Gain Distribution

Monthly Contribution Roth IRA

Continue Reading

Annual vs. Monthly IRA Contribution Experiment – November 2015 Update

February 8, 2016 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment November 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 18.71 11,120.63 11,490.11 369.48

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
575.13 18.71 10,657.98 10,760.76 102.78

Account Summary:

  • 11/01/2015
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Annual vs. Monthly IRA Contribution Experiment – October 2015 Update

February 4, 2016 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment October 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 18.74 11,120.63 11,508.53 387.90

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
550.93 18.74 10,199.65 10,324.28 124.63

Account Summary:

  • 10/01/2015
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – September 2015 Update

February 2, 2016 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment September 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 17.60 11,120.63 10,808.44 -312.19

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
524.93 17.60 9,741.32 9,238.68 -502.64

Account Summary:

  • 09/01/2015
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – August 2015 Update

September 22, 2015 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment August 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 18.13 11,120.63 11,133.92 13.29

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
498.96 18.13 9,282.99 9,046.09 -236.90

Account Summary:

  • 08/01/2015
Continue Reading

Quicken Tutorial: How To Add An Impound Account

September 1, 2015 by Long Pham


How To Add An Impound Account

This step-by-step, narrated, video tutorial will visually teach you how to add an Impound Account (for real estate/property taxes and home/property insurance payments) in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest impound account statement, or mortgage statement with the impound account balance, available.

Watch Continue Reading

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  • Interim pages omitted …
  • Page 25
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