Maybe simply use anchors within one page

OK, THIS IS A TOUGH ONE.  Maybe use of boxes, or limit detailed discussion.  Want to be clear what your position is, offered real/useful info, imply doable but more details than anyone would want to get inovolved in.

● Once you have identified your optimum asset allocation strategy, you decide whether to use an actively managed or indexed approach to implement it. [CHOOSE A METHOD AND PERSON TO MANAGE, self vs professional, actively managed vs. indexed approach—express our philosophy here but try not to read too heavily on FAs (or equally likely, this will be a non-issue).

WIN - TACTICAL -- INDEX VS. ACTIVE; SELECT INVESTMENTS; DETERMINE TAX EFFICIENT WAY TO HOLD.

● Select investments that are consistent with the approach you chose.

● Update income ladders

●  Determine the most tax efficient way to hold these investments.

- Active management vs. indexing

-  Retirement Plan Withdrawals

      Converting from tax-deferred to Roth IRAs

- Tax management

- WIN, consider including periodic review/rebalancing under this section and deleting specific reference to it her, but DO link again under Periodic Tasks section.

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