The Retirement Checklist: 7 Steps to Consolidate Your Wealth for Retirement

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 Control-

Multiple accounts create complexity and stress. I consolidate your wealth into one easy-to-monitor portfolio.

Step 6: Secure Your Legacy for Future Generations-

Your wealth should reflect your values, supporting loved ones

or causes you cherish.

Step 7: Partner with Me, Your Fiduciary Advisor-

A fiduciary advisor guarantees your interests come first. I deliver personalized strategies to secure your retirement.

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Envision a retirement with financial freedom, confidence, and a lasting legacy for the things you care about. Let’s craft a personalized wealth plan to bring this next chapter to life. 

Call 479-845-6220 | Email logandarby@wealthpath.net