Closed rrelyea closed 1 year ago
I'm categorizing these work pre-tax accounts in the "Pre-Tax(work)" TaxType
public string TaxType {
get {
switch (AccountType) {
case "401k":
case "403b":
case "457b":
case "SEP IRA":
case "Solo 401k":
case "SIMPLE IRA":
return "Pre-Tax(work)";
case "Annuity (Qualified)":
case "Inherited IRA":
case "Traditional IRA":
case "Rollover IRA":
return "Pre-Tax(other)";
rob relyea: do you like having an indication of "current 401k" or "previous 401k" for each of those accounts? Or should we distinguish another way?
retiredjg: The distinction between current and previous is necessary for every kind of work plan...including SEP and SIMPLE IRA.