Annual vs. Monthly IRA Contribution Experiment – December 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
318.89 18.65 5,620.63 5,947.35 326.72

Account Summary:

  • 12/29/2014 – Reinvested Dividend of $119.69
  • 12/29/2014 – Reinvested Short Term Capital Gain Distribution of $0.94

Monthly Contribution Roth IRA

Shares Price Total Cost Market
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Annual vs. Monthly IRA Contribution Experiment – November 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 19.22 5,500.00 6,006.25 506.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
279.96 19.22 5,090.00 5,380.91 290.91

Account Summary:

  • 11/01/2014
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Annual vs. Monthly IRA Contribution Experiment – October 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.93 5,500.00 5,915.62 415.62

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
236.08 18.93 4,681.00 4,889.86 208.86

Account Summary:

  • 10/01/2014
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Quicken Tutorial: How To Add A Home Asset Account

How To Add A Home Asset Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Home/Real Estate as an Asset Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest appraisal or estimated home value available.
  • If you have a mortgage on the property, you’ll want
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