For your attorney
Retirement accounts
Retirement
As of Nov 10, 2026 · Prepared with xutz · Demo data: every name and figure is fictional · Figures marked est. are estimates
- Owns
- $573,744
- Owes
- $0
- Net
- $573,744
- Kind
- Retirement
- Taxable estate
- Inside
- Documents
- 1
01
What it owns
Latest synced values; cost basis where on file
| Holding | Class | Account | Value | Cost basis |
|---|---|---|---|---|
| Vanguard 401(k) | Retirement | Vanguard | $415,354 | $224,600 |
| Vanguard Total Stock Market ETF | Retirement | Roth IRA | $67,777 | $31,050 |
| Microsoft Corp. | Retirement | Roth IRA | $31,220 | $6,120 |
| Vanguard Total International Stock ETF | Retirement | Roth IRA | $30,232 | $18,920 |
| Vanguard Total Bond Market ETF | Retirement | Roth IRA | $23,624 | $17,410 |
| Cash & money market sweep | Retirement | Roth IRA | $5,537 | — |
| Total | $573,744 |
02
What it owes
No debts on file.
03
Estate flags
What to settle or confirm
- Counted inside the taxable estate.
- 1 holding has no cost basis on file (relevant to any step-up or gift).
04
Documents in the vault
Filed under this entity
| Document | Uploaded | Size |
|---|---|---|
| Beneficiary_Designations_401k_IRA.pdf | Jan 9, 2026 | 86 KB |