Path does not assume you liquidate all your assets in retirement. Specifically, linked Real Estate, mortgage balances, 529 accounts, Coverdell ESAs and accounts with an unknown type are not included. Assets not included in your retirement plan will show up as positive values at the end of your chart.
For more details on our methodology, please log into your account and review the Path disclosures.
Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.