Asset Allocation

Asset Allocation - Wife Regular Equity $47,000 Prudential...

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Family Assets Name Account Type Asset Type Amount Location Husband Regular Equity $25,000 Prudential Husband Regular Non-equity $15,000 Prudential Joint Regular Equity $212,000 Prudential Joint Regular Non-equity $17,500 Bank of America
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Unformatted text preview: Wife Regular Equity $47,000 Prudential Wife Regular Non-equity $18,000 Prudential Husband Retirement Equity $142,000 401K Wife Retirement Equity $88,000 401K...
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This note was uploaded on 09/20/2011 for the course BITM 315 taught by Professor Ozgar during the Spring '11 term at SUNY Albany.

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