Qualifying assets derive from Schwab brokerage and Schwab Bank combined account balances, including: a) Brokerage reports when the borrower(s) is definitely an owner, custodian or trustee; b) conventional, Roth, and Rollover Individual pension reports (IRA)* – individually owned or inherited. (academic & Custodial IRAs aren’t qualified); c) Bank records when the borrower(s) can be an owner or trustee: checking & savings; d) Non-Retirement company Corporation, LLC, Partnership and Sole Proprietorship reports could be qualified with regards to the borrower’s part. (Excluding Business Retirement records such as for example Simple IRA, SEP IRA & Pension Trust). Continue reading “Qualifying assets are derived from Schwab brokerage and Schwab Bank combined …”