Retirement accounts
RetirementIn the estate
Net
Owns
2 accounts
Owes
0 debts
Balance sheet
- Retirement$573,744
| Account | Value |
|---|---|
| Vanguard 401(k) | $415,354 |
| Roth IRA | $158,390 |
- Value
- $415,354
- Value
- $158,390
Estate and description
What this entity is and whether it counts toward the taxable estate
- Kind
- Retirement
- In the estate
- Yes
- Notes
- —
Documents
The private vault for this entity
- Beneficiary_Designations_401k_IRA.pdf86 KB · Jan 9, 2026
Demo mode: listings only, downloads are off.