How should one input more than 4 tax-deferred accounts per spouse, more than 4 roth accounts, or more than 10 regular investment accounts?
Also the forum search function comes back empty. What is the best way to search the forms?
@lastforever Well, you can't. You simply have to do some form of combining these accounts to fit within the allotted spaces. We're dealing with Excel here, and the tables are all fixed in size.
The best way to search the forum is by clicking on the magnifying glass icon and then entering your search criteria.
Stuart
@lastforever After you run out of spaces, lump tax deferred together for each of you (your tax deferred, spouse tax deferred) so the Roth optimizer and other tools can make good decisions. For Roth, they an all be lumped together as taxes are paid on it.
I'm a big fan of simplicity though, if those aren't inherited accounts why not just fold into one IRA for each of you? More accounts, more complexity make for very expensive mistakes as we get older and more likely to make an error. Hard to track overall asset allocation, returns, withdrawals, RMDs, etc.
