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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