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Quicken 2014 For Dummies by Stephen L. Nelson

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Chapter 13

Tracking Tax-Deferred Investments

In This Chapter

arrow Knowing when to use Quicken investment recordkeeping

arrow Setting up a tax-deferred investment account

arrow Recording your initial investment

arrow Buying investments

arrow Recording profits

arrow Selling your investments

arrow Adjusting your share counts and price information

Investment recordkeeping is something that more of us need to think about. More of us are investing as the population ages and we prepare for retirement. And the recent bouts of sheer craziness in the financial markets means that we probably all need to save more.

Fortunately, Quicken provides great tools for managing your investments, including your tax-deferred investments. And this chapter talks about those tools. But first, I should talk about whether you even need to do this.

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