Dick
Mon Feb 09 07:14:02 CST 2004
This is a really broad question without lots more info like if this is in a
401k, if you have a 401k investment account setup, and so on.
Basically, somewhere you need to recognize tax deferred income, put the
income in some cash account associated with a retirement investment account
(I'm assuming hits funds a 401k or similar) and then invest it. See
http://www.bollar.org/msmoney/#Q14.
The vesting question is harder. There's really not a good way to do this
that isn't a lot of trouble. One way is to only show
contributions/investment once they are vested. The other is to put it all in
and keep track of the vested amount some other way. The provisions of the
plan--like who keeps earnings on unvested amounts--may drive your approach
to this.
"Patti" <anonymous@discussions.microsoft.com> wrote in message
news:d2f201c3eece$c2f97d70$a501280a@phx.gbl...
> Do you know what is the proper way of entering profit
> sharing info into an investment account?
>
> The profit sharing I have vests in x years, so I would
> like to see only the "vested" amounts in my account
> summary.