Includes:
1. directly-held stock
2. stock mutual funds: full value if described as stock mutual fund,
1/2 value of combination mutual funds
3. IRAs/Keoghs invested in stock:
full value if mostly invested in stock,
1/2 value if split between stocks/bonds or stocks/money market,
1/3 value if split between stocks/bonds/money market
4. other managed assets w/equity interest (annuities, trusts, MIAs):
full value if mostly invested in stock,
1/2 value if split between stocks/MFs & bonds/CDs, or
"mixed/diversified,"
1/3 value if "other"
5. thrift-type retirement accounts invested in stock
full value if mostly invested in stock
1/2 value if split between stocks and interest earning assets;
NOTE: The allocation rules for mixed investments in 3), 4), and 5) do not
apply to 2004 since new questions in 2004 directly ask the share of stock in
those assets.
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