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Step 4: Net Assets & Savings

Cash, Savings, Bonds, Stocks, Securities, Personal IRAs  
$

Employer Savings Plan
401(k), 403(b), or pension for both you and your spouse
$

Equity in your Home
Use this if you plan to sell or borrow against your home for cash

$

Other Assets
$

Employer Paid (Basic) Life Insurance
$

Other Life Insurance 
$
Total Available Assets $

Clear Back Continue to Step @ - Planning Expenses

 
 
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