Improvement in investment accounts- sub-accounts for ROTH
Hello,
I'm trying to figure out how to manage ROTH/Pre-tax splits within my 401k investment account. It doesn't seem like I'm able to create sub-accounts for Investment accounts. If I create completely separate investment accounts- then I won't be able to sync transactions and see overall account balance.
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1 Posted by dtd on 25 Jun, 2024 02:32 AM
You can't create subaccounts for Investment accounts because basically all Securities are technically subaccounts for them.
2 Posted by Ali on 31 Aug, 2024 07:37 PM
The way I managed this was to duplicate the security, and prefix them on which is the pre-tax and which is the Roth. It creates a bit of work, but ultimately when I sell any one of them, I am going to need to be able to record transactions for them separately anyway.