ASSETS (What You Own)
Fair Market Value or Current Balance
Cash and cash alternatives
$
Individual stocks and stock mutual funds
Individual bonds and bond mutual funds
401(k)/403(b)/Section 457 plans
IRA or IRA/SEP
Keogh
Annuities
Employee stock options—vested
Other retirement plan accounts
Primary residence
Other real estate
Cash value insurance
Personal property
Vehicles
Business interests
Other assets:
TOTAL ASSETS
LIABILITIES (What You Owe)
Primary residence: Mortgage loan
Primary residence: Other loans
Other real estate loans
Total vehicle loans
Total credit card debt
Total installment loans
Retirement plan loans
Taxes due
Other liabilities
TOTAL LIABILITIES
NET WORTH (Assets less Liabilities)
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.
Securities and insurance offered through LPL or its affiliates are: