Move an account into the Retirement Accounts
group in the Lifetime Planner
If you plan to
use the money in an account for retirement, and not for other
goals, that account must be in the Retirement Accounts group so
that the Lifetime Planner can make accurate predictions.
- Click Planning.
- Click Planning Tools, and then click
Lifetime Planner.
- In the left pane, click Savings &
investments, and then click
Accounts.
- Right-click the investment account
(A
brokerage account, retirement account, or other account in which
you hold investments. You track individual investments, such as
stock purchases, in the associated investment account. ) you
want to move, and then click Change account
settings.
- Select the Retirement account check box, and
then click Done.
When you return to the Savings &
investments pages in the Lifetime Planner, you'll see the
account in the Retirement Accounts group.
Note
Only investment accounts can be marked as Retirement
Accounts.
