> On Jul 26, 2017, at 10:27 PM, AC <[email protected]> wrote:
>
> I'm going to try
> the structure in a new file and see how it behaves. If everything looks
> ok then I'll recreate the structure in my main file and start entering
> the data.
For what it’s worth, I’ve been doing it that way for years and it’s worked well.
One thing you might want to be aware of is that it works better if you have a
separate top level account for each TIAA account. I have three (a 401A and two
403Bs) and by putting each in separate account I can import the transaction
files I download from the TIAA web site easily. This makes entering my monthly
MDO payout much easier. The MDO payout is a retirement payment that I’m
required by the IRS to take (so they can tax me on it). It consists of a small
sale in each of my funds followed by a transfer to my bank account. Entering
all this by hand is a real pain.
Mike
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