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Qualifying assets are derived from Schwab brokerage and Schwab Bank combined account balances, including:

a) Brokerage records when the borrower(s) can be an owner, trustee or custodian; b) conventional, Roth, and Rollover Individual pension records (IRA)* — individually owned or inherited. (academic & Custodial IRAs aren’t qualified); c) Bank records where the borrower(s) is an owner or trustee: checking & savings; d) Non-Retirement company Corporation, LLC, Partnership and Sole Proprietorship records might be qualified with respect to the borrower’s part. (Excluding Business Retirement records such as Simple IRA, SEP IRA & Pension Trust). Continue reading