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Money, Nursing, Food, Life.

Annual vs. Monthly IRA Contribution Experiment – March 2014 Update

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The Annual vs. Monthly IRA Contribution Timing Experiment March 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.06 5,500.00 5,643.75 143.75

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
104.01 18.06 1,818.00 1,878.47 60.47

Account Summary:

  • 03/01/2014
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Quicken Tutorial: How To Add An IRA Or Keogh Account

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How To Add An IRA Or Keogh Account

This step-by-step, narrated, video tutorial will visually teach you how to add an IRA or Keogh account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest IRA or Keogh account statement, or initial retirement plan/share balance (if you have a brand new account)
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Quicken Tutorial: How To Add A 401k, 403b, or 457 Account

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How To Add A 401k, 403b, or 457 Account

This step-by-step, narrated, video tutorial will visually teach you how to add a employer sponsored retirement account, like a 401k, 403b, or a 457, in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest retirement account statement, or initial retirement investment plan information
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Quicken Tutorial: How To Add A Credit Card Account

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How To Add A Credit Card Account

This step-by-step, narrated, video tutorial will visually teach you how to add a credit card account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest credit card account statement, or initial balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
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Quicken Tutorial: How To Add A Savings Account

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How To Add A Savings Account

This step-by-step, narrated, video tutorial will visually teach you how to add a savings account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest savings account statement, or initial deposit receipt (if you have a brand new account) available.
  • Optional: Your online credentials/login information for
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Quicken Tutorial: How To Add A Checking Account

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How To Add A Primary Checking Account

This is the first in a series of step-by-step, video tutorials that will visually teach you how to use Quicken Personal Finance Software to manually track your finances. This episode covers the initial setup of Quicken and will guide you through how to add your first account, a Continue Reading