Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Aargh, think I've totally screwed up..."
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]Background: DH and I are in our 50's and have been saving for retirement in both 401k's and IRA's. The problem? The IRA"s are in mutual funds and we have moved them from company to company and fund to fund periodically as the fund ratings change. Also, we may have co-mingled nondeductible with deductible IRA's. (and this is going back ~30 years) When we eventually retire and start withdrawing funds, how the heck will we know how much tax we owe on the proceeds? I guess I will need all the dates that we made investments or dividends were reinvested, as well as all the dates we made changes, # of shares at those times, etc. It seems like an accounting nightmare to me! I've saved all our states and tax returns, but dread having to go back and figure everything out. Is there any other way to deal with this other than tracking down all the investment records and tax returns and trying to sort it out that way? Is there any software that could help with this? Thanks in advance![/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics