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Fidelity Retirement Income Planner- Inputting a ROTH IRA
Old 05-23-2014, 11:43 AM   #1
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Fidelity Retirement Income Planner- Inputting a ROTH IRA


I do not have a Fidelity account, but I can use Fidelity's Retirement Income Planner without a Fidelity account. The RIP appears to account for federal and state taxes in its analysis. I have almost 20% of my investment portfolio in a ROTH IRA. I cannot see where I can identify this asset as a ROTH (so that it will not be considered taxable income) in the RIP calculator. Do you know how to do this?


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Old 05-23-2014, 12:08 PM   #2
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When you add an account, RIP asks you to identify its type.
They give you the following choices:
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