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Join Date: Jun 2005
Posts: 10,252
Quote:
Originally Posted by thinker25
Personally I use Quicken (used to use MS Money but it went away so I converted the data into Quicken...). It gives good and easy stats.
MSMoney did not go away. Instead it became free and unsupported. It works rather well for all this. I doubt you are getting much support for Quicken from Intuit anyways, so why pay for it?
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I made no contributions and no withdrawals during 2010
My total gain for my retirement money was 9.9%
I had 42% of my money in stocks which earned a 20% return
I had 33% of my money in a CD earning 6%
I had 25% of my money in cash which effectively earned nothing.
(note: The reason I had so much in "cash" was because I had earned such a good return in 2009 that I wanted to play it safe. This percentage will decline in 2011)
Used my own spreadsheet and formulas and I came up with 13.9%. Still contributing to 401k and IRA at max, so subtracting that I came up with 11.2%... 60E/35B/5C