Personal Assets Bucket
your jewelry, and other valuable items. Often these assets include a loan or mortgage (for in-
These are the physical assets that you own, such as your house, a second home, your car, stance, for a car or a house).
Retirement Assets Bucket
These are the assets that are accumulating on a tax deferred basis, and they are specifically
for your retirement. These include IRAs, pension plans, 401(k) accounts, and social security.
Investment Assets Bucket
inheritance that you expect to receive. The hope is that these assets will appreciate over time
These are long-term assets such as rental real estate, your company, or possibly an
and will generate a large amount of cash when it comes time to liquidate them—to sell them.
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