Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning.  She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). 

Reach Logan and Sun Valley Advisory at 800-874-8380.

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning.  She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). 
Reach Logan and Sun Valley Advisory 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

Cover Your Assets

Retirement Rules and the Exceptions

Logan and Don discuss essential year-end financial planning strategies, focusing on retirement planning, estate planning, and the importance of updating beneficiary designations. They emphasize the need for proactive measures to ensure a smooth transition of assets and to minimize tax burdens. The discussion also covers various tax strategies, including IRA contributions and charitable trusts, as well as the significance of preparing for potential long-term care expenses. 

Reach Sun Valley Wealth at 480-863-5363.

Sun Valley Wealth

www.sunvalleywealth.com

Logan and Don discuss essential year-end financial planning strategies, focusing on retirement planning, estate planning, and the importance of updating beneficiary designations. They emphasize the need for proactive measures to ensure a smooth transition of assets and to minimize tax burdens. The discussion also covers various tax strategies, including IRA contributions and charitable trusts, as well as the significance of preparing for potential long-term care expenses. 
Reach Sun Valley Wealth at 480-863-5363.
<a href="https://sunvalleywealth.com">Sun Valley Wealth</a>
<a href="https://www.sunvalleywealth.com">www.sunvalleywealth.com</a>

Year End Strategies

In this episode, Logan and Don discuss critical aspects of retirement planning, focusing on the timing of Social Security benefits, the importance of having a comprehensive income plan, and the necessity of estate planning. They highlight common regrets in retirement, such as underestimating life expectancy and failing to diversify investments. The conversation emphasizes the need for flexibility in retirement plans to adapt to changing circumstances and the importance of planning for long-term care. 

Reach Don and Logan at 480-863-5363.

Sun Valley Wealth

In this episode, Logan and Don discuss critical aspects of retirement planning, focusing on the timing of Social Security benefits, the importance of having a comprehensive income plan, and the necessity of estate planning. They highlight common regrets in retirement, such as underestimating life expectancy and failing to diversify investments. The conversation emphasizes the need for flexibility in retirement plans to adapt to changing circumstances and the importance of planning for long-term care. 
Reach Don and Logan at 480-863-5363.
<a href="https://sunvalleywealth.com">Sun Valley Wealth</a>

All Aspects of Retirement

Logan discusses essential financial planning strategies as the year comes to a close.  She emphasizes the importance of reviewing budgets, establishing emergency funds, managing debt, setting retirement goals, and understanding asset allocation. The discussion also highlights the significance of having a comprehensive estate plan to ensure that one's wishes are honored after passing. Logan provides actionable insights for listeners to take control of their financial futures and prepare for retirement effectively. 

Reach Logan at 800-874-8380.

Sun Valley Wealth

Logan discusses essential financial planning strategies as the year comes to a close.  She emphasizes the importance of reviewing budgets, establishing emergency funds, managing debt, setting retirement goals, and understanding asset allocation. The discussion also highlights the significance of having a comprehensive estate plan to ensure that one's wishes are honored after passing. Logan provides actionable insights for listeners to take control of their financial futures and prepare for retirement effectively. 
Reach Logan at 800-874-8380.
<a href="https://sunvalleywealth.com">Sun Valley Wealth</a>

Retirement Rules and the Exceptions

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