<title>Enter a tax-deferred variable annuity in the Lifetime Planner</title>
<category>lifeplan</category>
<klink type="prcdr">How do I enter a tax-deferred variable annuity in my lifetime plan?</klink>
</index>
<content>
<ol>
<li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
<li>In the left pane, click <emph>Savings & Investments</emph>, and then click <emph>Accounts</emph>.</li>
<li>Click <emph>New Account</emph>.</li>
<li>Enter the name of the financial institution where the account is held, and then click <emph>Next</emph>.</li>
<li>Click <emph>Retirement</emph>, and then click <emph>Next</emph>.</li>
<li>Follow the instructions on the screen.</li>
</ol>
</content>
<footer>
<extend>
<tease>What if I make regular payments to the annuity?</tease>
<reveal>
<p>Enter these payments as savings contributions in your plan. <alink type="prcdr" href="enteranewcontribution.xml"/></p>
</reveal>
</extend>
<extend>
<tease>Should I create separate accounts for each investment?</tease>
<reveal>
<p>You can create one account in Money for the whole annuity, or you can create separate Money accounts for each of the specific investments or mutual funds that the insurance company holds in your name.</p>
