Step 1 of 3: About You
Step 2 of 3: Your Family
Step 3 of 3: Your Finances
Average selection is 20 years.
General Savings: Bank accounts, money market accounts, CDs, stocks, bonds, mutual funds, annuities, etc.Retirement Savings: IRAs, 401(k)s, SEP plans, SIMPLE IRA plans, pension, and profit sharing plans. Note that distributions from most retirement savings plans are subject to ordinary income tax rules.
Include mortgage balance, credit card balance, car loans, etc.
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