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Legend Financial
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Princeton, NJ 08540
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05/17/07
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O W
N E R S H I P A N A L Y S I S
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Mathew
Retires at age 62
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[
Beginning of 2007 ]
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Mathew & Tammy
McCarthey
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Client
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Spouse
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Jointly
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Community
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Items in
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Sample
Plan
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Owned
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Owned
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Held
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Property
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Trust
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Cash
Balance
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0
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0
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1,000
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0
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0
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CASH
DEPOSITS
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Bank
Account
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0
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0
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28,000
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0
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0
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CDs
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0
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0
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10,000
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0
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0
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529
Plans
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0
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0
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51,650
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0
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0
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0
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0
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89,650
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0
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0
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STOCKS
& BONDS
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U S Govt Bonds
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0
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0
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5,000
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0
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0
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Corporate Bonds
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0
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0
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12,000
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0
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0
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Municipal Bonds
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0
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0
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13,500
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0
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0
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IBM
Stock
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0
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0
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3,850
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0
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0
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S&P 500 Fund
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0
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0
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28,550
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0
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0
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0
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0
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62,900
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0
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0
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LIFE
INSURANCE
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Tammmy's VUL
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0
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36,525
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0
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0
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0
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0
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36,525
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0
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0
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0
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RETIREMENT
PLANS
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Matt's
IRA
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26,540
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0
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0
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0
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0
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Tammy's IRA
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0
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16,987
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0
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0
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0
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Tammy's Roth IRA
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0
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6,000
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0
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0
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0
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Matt's
401k
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23,452
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0
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0
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0
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0
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Tammy's SEP
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0
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27,589
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0
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0
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0
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49,992
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50,576
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0
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0
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0
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INVESTMENTS
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BeachHouse
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0
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0
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665,000
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0
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0
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0
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0
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665,000
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0
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0
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OTHER
ASSETS
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Residence
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0
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0
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575,000
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0
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0
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Other
Pers Assets
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0
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0
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65,000
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0
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0
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0
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0
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640,000
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0
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0
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TOTAL ($1,595,643)
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49,992
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87,101
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1,458,550
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0
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0
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PERCENT OF TOTAL
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3.0%
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5.0%
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92.0%
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.0%
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.0%
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You may
include a footnote to be automatically included at the bottom of all of your
reports,.
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