Annual vs. Monthly IRA Contribution Experiment – July 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.57 5,500.00 5,803.13 303.13

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
192.63 18.57 3,454.00 3,577.16 123.16

Account Summary:

  • 07/01/2014
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Annual vs. Monthly IRA Contribution Experiment – June 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.89 5,500.00 5,903.13 403.13

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
171.12 18.89 3,045.00 3,232.39 187.39

Account Summary:

  • 06/01/2014
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Annual vs. Monthly IRA Contribution Experiment – May 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.50 5,500.00 5,781.25 281.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
149.03 18.50 2,636.00 2,757.09 121.09

Account Summary:

  • 05/01/2014
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Annual vs. Monthly IRA Contribution Experiment – April 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.15 5,500.00 5,671.87 171.87

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
126.51 18.15 2,227.00 2,296.16 69.16

Account Summary:

  • 04/01/2014
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Quicken Tutorial: How To Add A 529 Plan

How To Add A 529 Plan

This step-by-step, narrated, video tutorial will visually teach you how to add a 529 College Savings Plan in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest 529 Plan account statement, or initial 529 Plan balance (if you have a brand new account) available.
  • Optional: Your
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