Chart 1 – link as indicated above



From the AARP Web site at finance

Inventory of Assets

| | | | |

|TYPE OF ASSET |ASSET |VALUE |TYPE OF OWNERSHIP* |

| | | | |

|Cash | | | |

| |Checking Accounts | | |

| |Savings Accounts | | |

| |Certificates of Deposit | | |

| |Money Market Accounts | | |

| |Money Market Funds | | |

| | | | |

|Retirement Funds | | | |

| |IRA – Traditional | | |

| |IRA – Roth | | |

| |IRA – SEP | | |

| |IRA – SIMPLE | | |

| |401(k) | | |

| |403(b) | | |

| |457 | | |

| |Annuity | | |

| |Deferred Compensation | | |

| |Profit Sharing | | |

| |Stock Options | | |

| |Others | | |

| | | | |

|Business Interests | | | |

| |Cash | | |

| |Accounts Receivable (amounts owed to you) | | |

| |Furniture, equipment | | |

| |Intangibles (Business name, trademarks, | | |

| |patents, etc.) | | |

| |Contracts (Money owed to you) | | |

| | | | |

|Investments | | | |

| |Mutual Funds | | |

| |Individual Stocks (total value) | | |

| |Bonds – Government | | |

| |Bonds – Corporate | | |

| |Life Insurance (cash value) | | |

| |Education IRA | | |

| |Other | | |

|Real Estate | | | |

| |Residence | | |

| |Investment Property | | |

| |Office of Business | | |

| | | | |

|Personal Property | | | |

| |Vehicles: | | |

| | | | |

| | | | |

| |Home furnishings | | |

| |Jewelry | | |

| |Computer | | |

| | | | |

|Other | | | |

| | | | |

| | | | |

|TOTAL ASSETS | | | |

*See Types of Ownership for an explanation of the different types of ownership.

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