Current IRA/401(k) Balance
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IRA/401(k) Yield
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IRA/401(k) Contributions/Year
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to
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After-Tax Investments
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After-Tax Yield
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After-Tax Contributions/Year
| from
to
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Life Insurance Face Value
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Home Market Value
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Mortgage Balance
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Years Remaining of Mortgage
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Mortgage Payment (Prin + Int)
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Mortgage Interest Rate (%)
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House Appreciation (%)
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Cash/Checking Balance
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Personal Property
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Automobile Value
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Automobile Loan Balance
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Inflation
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Annual Gifting
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starting
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Do you have a credit shelter trust?
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