Need Access Q about Retirement Assets
Posted: Mon Feb 08, 2010 10:23 am
Just wondering if anyone could clarify what this question on the Need Access form is asking?
Retirement Contribution in Assets (Help ID: c65)
Enter the amount of your 2009 tax year contribution to retirement account(s) you have included in your retirement assets.
Where on the form does it ask me about "retirement assets"? Is a 401K plan considered a retirement asset? And does this question mean something like how much of the current value of your 401K comes from your contributions to the account in 2009?
Retirement Contribution in Assets (Help ID: c65)
Enter the amount of your 2009 tax year contribution to retirement account(s) you have included in your retirement assets.
Where on the form does it ask me about "retirement assets"? Is a 401K plan considered a retirement asset? And does this question mean something like how much of the current value of your 401K comes from your contributions to the account in 2009?