Logan Marcus highlights some of the key ages in pre-retirement and retirement years to be aware of to avoid penalties and seize upon opportunities.  She provides insights and advice on navigating tax implications, Social Security benefits, and RMDs, as well as proactive strategies for retirement planning.  The conversation covers a range of retirement planning topics, including the importance of starting early, setting retirement goals, taking advantage of employer matches, staying in good health, consulting a financial advisor, and understanding Social Security benefits. 

Reach Logan Marcus at 800-874-8380.

Logan Marcus highlights some of the key ages in pre-retirement and retirement years to be aware of to avoid penalties and seize upon opportunities.  She provides insights and advice on navigating tax implications, Social Security benefits, and RMDs, as well as proactive strategies for retirement planning.  The conversation covers a range of retirement planning topics, including the importance of starting early, setting retirement goals, taking advantage of employer matches, staying in good health, consulting a financial advisor, and understanding Social Security benefits. 
Reach Logan Marcus at 800-874-8380.

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 874-8380

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (800) 874-8380

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