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John & Penny Investment Accounts - Coggle Diagram
John & Penny
Investment
Accounts
Vanguard
Accounts
John's
IRA
PW Inherited IRA
PW Rollover IRA
Balance 11/6/25
$1,720,214.52
Do you need to take
RMDs from here or
after it's rolled-over
$50,000 to McLean
$50,000 to U of Hartford
$100,000 to Kingswood
Penny's
Trust
Balance on 11/6/2025
$2,103,607.89
John's
Trust
Distribution to Tierny
Distribution to Tom
Distribution to John's Sister
Balance on 11/6/2025
$2,813,661.49
Capital Group
American Funds
John's
Trust
Balance on 01/13/2025
$1,077,958.02
You no longer have
Online Access
Mark's
529