multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
Apache License 2.0
7 stars 0 forks source link

current vs previous should apply to more than just 401k #187

Closed rrelyea closed 1 year ago

rrelyea commented 1 year ago

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.

rrelyea commented 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)";