When looking at my 401k statement, there is an “Earnings” section and a “Appreciation/Depreciation” section. What is the difference?
Roth IRA, Traditional IRA, 401K
IRA Questions and Answers
When looking at my 401k statement, there is an “Earnings” section and a “Appreciation/Depreciation” section. What is the difference?
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2 comments so far...
Earnings are the interest and dividends from the investments in your 401k. Appreciation is how much the prices of your stocks and bonds in the 401k have increased.
Add Capital Gains to the earnings section in Jeff’s response. Also Appreciation/Depreciation should also include realized gains as well.
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