Move an account into the Retirement Accounts group

Move an account into the Retirement Accounts group

Your account must be in the Retirement Accounts group so the Lifetime Planner knows you plan to use this money in retirement, not for other goals.

1 Go to the Savings & Investments Accounts place.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Savings & Investments.

4 In the left pane, click Accounts.

2 Click the investment account you want to move.

3 Right-click the account, and then click Go To Details.

4 Check Retirement account.

When you return to the Savings & Investments place (in the Lifetime Planner), youÆll see the account in the Retirement Accounts group.

Repeat the steps above for all accounts you want to move. If you have a partner, you can move your partnerÆs accounts into the PartnerÆs Retirement Accounts group in the same way.

Can I move any account to the Retirement Accounts group?

No, only tax-deferred investment accounts can be marked as Retirement Accounts.