ocr: Sorting your investments into nine asset classes Cash Checking account Money-market accounu Money-market fund Certificates of deposit Securities Individual stocks Individualbonds, Mutualfunds Unittrusts and partnerships Retirement 4011k/0r,4031b) plans accounts IRAsand Keoghs Annurties Profit-sharing plan Life Variablel life: insurance Wholelife and universal life Real estate Primaryresidence Vacation home Investment property Personal Jewelry assets and collectibles Collections (stamps, coins, otre) Miscellaneous Business equity Trust funds Asset totals hy'class, Grand'total of assets Asset cl ...
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