BEFORE RETIRING

Retirement isn’t just about stepping away from work—it’s about making smart financial decisions that will shape your future. From tax strategies to investments and estate planning, there’s a lot to think about.

This checklist is designed for retirees and pre-retirees with over $1 million in retirement assets. It breaks down the key factors you need to consider, helps you navigate potential challenges, and ensures you're making informed choices for a secure and successful retirement.

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From tax strategies to investments and estate planning, there’s a lot to think about before retiring

.This checklist is designed for retirees and pre-retirees with over $1 million in retirement assets and breaks down the key factors you need to consider.

Selective Wealth Management, Inc. (Selective) is an SEC registered investment advisor. Financial Plans are not guarantees about the future. Investing contains risks and loss of principal may occur. Plan outputs require accurate information to be provided by the client and as such, Selective is not liable for plan outputs based on inaccurate or incomplete data provided by the client. Financial Plans are not an offer to invest with Selective. If a client wants to engage Selective for investment advisory services a separate agreement would need to be signed and all accompanying documents delivered - including an effective Form ADV, Form CRS, and Privacy Policy. For more information, please visit www.selectivewealthmanagement.com.

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