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Step 1: Map Your Wealth with Precision- Scattered 401(k)s, IRAs, and taxable accounts can hide fees and overlooked assets. Step 2: Avoid Costly Rollover Pitfalls- Improper 401(k) or IRA rollovers can trigger taxes or penalties. Step 3: Align Investments with Your Retirement Vision- Your portfolio should match your retirement goals, like income or growth. Step 4: Maximize Tax Efficiency- Taxes can erode savings without strategic planning. Step 5: Streamline for Simplicity and

In today's fast-paced world, the concept of wealth preservation is more important than ever. With economic uncertainties and fluctuating markets, safeguarding your assets is crucial. But what does wealth preservation really mean? How can you ensure that your hard-earned money remains secure for future generations? This guide aims to provide you with practical insights and strategies to help you navigate the complexities of wealth preservation. Wealth preservation is not just