Stock Portfolio
Overview: Comprehensive list of stock portfolio accounts.
| Account | Owner | Annual Contribution | Investment |
|---|---|---|---|
| 403B | Jenn | $23,000 | |
| 457B | Jenn | $23,000 | |
| HSA | Jenn | $8,550 | |
| Roth IRA (Backdoor Roth) | Jenn | $7,000 | |
| Solo 401k | Steven | $23,000 | |
| Roth IRA (Backdoor Roth) | Steven | $7,000 | |
| 529 Plan – Theo | Family | $36,000 | |
| Augusta Rule | Steven | $28,000 | |
| TOTAL | $155,550 |