All The Money
Scenario Name | 2022-4-27 ATM
| S.No. |
Asset Name |
Asset Title |
Asset Type |
Amount |
Date of Valuation |
Risk level 0-11 |
Time Horizon |
Future Income Source? |
Annual Growth Rate |
Cash Flow Amount |
Beneficiaries |
Basis |
Comment |
Action |
| #001 |
Personal Home |
2277 Powder Park Ct |
Real Estate |
$ 1,200,000.00 |
4/18/2022 |
4 |
25 |
No |
4.00% |
$ - |
JTEN |
$350,000 |
Lorem Ipsum |
|
| #002 |
Brokerage TOD |
MJM TOD |
Marketable Securities |
$ 40000 |
4/18/2022 |
2 |
1 |
Yes |
2.00% |
$ - |
JTEN |
$350,000 |
Lorem Ipsum |
|
| #003 |
Brokerage TOD |
MJM TOD |
Marketable Securities |
$ 40000 |
4/18/2022 |
2 |
1 |
Yes |
2.00% |
$ - |
JTEN |
$350,000 |
Lorem Ipsum |
|
| #004 |
Brokerage TOD |
MJM TOD |
Marketable Securities |
$ 40000 |
4/18/2022 |
2 |
1 |
Yes |
2.00% |
$ - |
JTEN |
$350,000 |
Lorem Ipsum |
|
| #005 |
Brokerage TOD |
MJM TOD |
Marketable Securities |
$ 40000 |
4/18/2022 |
2 |
1 |
Yes |
2.00% |
$ - |
JTEN |
$350,000 |
Lorem Ipsum |
|
