Cover Your AssetsCover Your Assets

Avoid IRA Mistakes

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In this conversation, Logan Marcus discusses various strategies for achieving tax-free income in retirement, including the use of Roth accounts, municipal bonds, and health savings accounts. She also addresses the implications of inheritances, the importance of understanding social security taxation, and common mistakes to avoid with IRAs.

Reach Logan at 800-874-8380.

 

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Cover Your Assets

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a  
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